US Escalation Is the Most Likely Scenario in Iran If Donald Trump walks away from the war with Iran now, the threat to shipping in the Strai...
STAGFLATION IS BACK / THE FINANCIAL TIMES BIG READ
Stagflation is back War in Iran threatens to hit growth and confidence, deepen governments’ unpopularity and hurt public finances Sam Flemin...
DONALD TRUMP`S SUEZ MOMENT / PROJECT SYNDICATE
Donald Trump’s Suez Moment In 1956, British and French leaders launched an operation to overthrow a hostile government in Egypt and restore ...
WHY IRAN COULD BECOME THE NEXT IRAQ / THE FINANCIAL TIMES OP EDITORIAL
Why Iran could become the next Iraq The first Gulf war left a weakened regime in place without a political settlement — paving the way for f...
HOW IRAN IS REPRICING GEOGRAPHY / GEOPOLITICAL FUTURES
How Iran Is Repricing Geography Wartime premiums may be the rule, not the exception, of global trade. By: Antonia Colibasanu Last week, the ...
CHINA`S BIG BET ON CENTRAL ASIA IS PAYING OFF / PROJECT SYNDICATE
China’s Big Bet on Central Asia is Paying Off The Western caricature of Chinese “debt-trap diplomacy” ignores the realities of China’s econo...
LACKING A GOOD SCENARIO / CREDIT BUBBLE BULLETIN
Lacking a Good Scenario Doug Nolan The problem, as I see it, is that fragile markets have more to lose with each passing day. And with e...