The guards rise again: the force still shaping Iran Should the regime survive, hardliners believe the IRGC’s influence will be ever greater ...
lunes, 9 de marzo de 2026
Credit Bubbles
Donald Trump
Equity Markets
Global Bond Markets
Global Markets
Inflation
Iran
Leverage Speculation
Middle East
Oil and Energy
Russia
The Middle East War
Treasury Bonds
u.
Volatility
SCORCHED EARTH / CREDIT BUBBLE BULLETIN
lunes, marzo 09, 2026
Scorched Earth Doug Nolan The week experienced the problematic scenario for highly levered global markets: sharply lower stock prices, wide...
THE FOG OF OIL / VON GREYERZ
lunes, marzo 09, 2026
The Fog of Oil By Matthew Piepenburg War, oil and gold are making headlines of late for overlapping and independent reasons. Below, we avoi...
Donald Trump
Financial Markets
Geopolitics
Iran
Oil and Energy
The Middle East War
U.S. Economic And Political
World Economic And Political
HELL AND MINE WATERS: THE NIGHTMARE IRAN ENERGY SCENARIO IS BECOMING REALITY / THE ECONOMIST
lunes, marzo 09, 2026
Hell and mined waters The nightmare Iran energy scenario is becoming reality A longer war means a harsher global economic fallout This satel...
WHY RUBIO FAILED TO REPAIR THE TRANSATLANTIC RIFT / THE FINANCIAL TIMES OP EDITORIAL
lunes, marzo 09, 2026
Why Rubio failed to repair the transatlantic rift A moment of calm in relations between Europe and the US is a prelude to crises ahead Gideo...
ECONOMIC IMPLICATIONS OF THE IRAN ATTACKS / GEOPOLITICAL FUTURES
lunes, marzo 09, 2026
Economic Implications of the Iran Attacks Shipping and energy are among the most affected sectors. By: Antonia Colibasanu The economic fal...
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