Economy
Markets, capital flows, labour dynamics, and the cascading forces reshaping the global economy.
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Economy
Putin's Iran Windfall Is Real — and Probably Temporary
Oil revenues spike, Western attention fractures — Putin is winning from a war he didn't start, but the gains may be shorter-lived than they appear.
Economy
Markets Have Never Known What to Do With a Revolution in Progress
Markets are trying to price a revolution whose most significant consequences are still locked inside a future no one has learned to inhabit yet.
Economy
The LNG Chokepoint Nobody Is Talking About
LNG infrastructure is so rigid and capital-intensive that when Gulf supplies are threatened, the global economy has almost nowhere else to turn.
Economy
Rate Rises and Oil Shocks: The Tightening Trap Facing Global Central Banks
Australia's rate rise lands in a week of global central bank tightening, just as oil disruption threatens to make the inflation fight far more complicated.
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More in Economy
18 Mar 2026
China's Food Paradox: Why Eating Well Is Both a Status Symbol and a Survival Strategy
China spends more on food than its income level predicts. The reason reaches back to famine, forward to food delivery apps, and deep into social ritual.
18 Mar 2026
Cash Is King Again: How Iran War Fears Are Reshaping Investor Behavior
As Iran war fears mount, investors are retreating into cash — and the ripple effects could reach far beyond any battlefield.
17 Mar 2026
America's Tariff Wars Have No Finish Line in Sight
Trump's tariff offensive was supposed to be a negotiating tactic. It is starting to look like a permanent condition, with consequences no one has fully priced in.
17 Mar 2026
The Gulf War Premium Is Back, and This Time the World Is Less Prepared
A Gulf conflict is no longer a tail risk — it is a live stress test on an already fragile global economy with nowhere comfortable to absorb the blow.
17 Mar 2026
An Iran War Could Unleash the Worst Oil Shock in a Generation
A war involving Iran would not just spike oil prices — it could drain the last remaining buffers in a global energy system with nowhere left to hide.
17 Mar 2026
The Defence Stock Paradox: Why War Can Be Bad for Weapons Makers
War is supposed to be a windfall for weapons makers. The reality is far more conditional, and the incentives it creates are quietly troubling.
17 Mar 2026
America's K-Shaped Economy Is Held Together by the Spending of the Very Rich
The U.S. economy keeps defying recession calls, but the spending keeping it afloat is concentrated in fewer hands than most realise.
17 Mar 2026
The Firm as the Missing Link in Development Economics
Development economists have long debated states versus markets. The answer to why countries grow may have been hiding inside the firm all along.
17 Mar 2026
India's GDP Was Smaller Than We Thought — and That Changes Everything
India's economy just got smaller on paper — but the same revision reveals it's growing faster than anyone had measured.
17 Mar 2026
The Counterintuitive Truth About Who Is Actually Raising Your Electric Bill
AI data centres are consuming record amounts of power, but the forces actually driving up American electricity bills are far older and less glamorous.
