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18 Mar 2026
MBS's Iran Gamble Is Coming Apart at the Seams
MBS's landmark Iran dΓ©tente was always thinner than it looked. Now a US-Israeli campaign is exposing every crack in its foundation.
18 Mar 2026
Nvidia's trillion-dollar prophecy and the market that shrugged
Jensen Huang predicts $1 trillion in AI chip revenue within two years, yet Nvidia's share price barely flinched. The silence is the story.
18 Mar 2026
Iran Is Losing Battles in the Middle East. It May Still Win the War
Iran has absorbed serious blows across the region, but geography, time, and a tolerance for pain may still hand it the longer war.
18 Mar 2026
Putin's Iran Windfall Is Real β€” and Probably Temporary
Oil revenues spike, Western attention fractures β€” Putin is winning from a war he didn't start, but the gains may be shorter-lived than they appear.
18 Mar 2026
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.
18 Mar 2026
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.
18 Mar 2026
Trump Wants Cheaper Oil. The Market Has Other Ideas.
Trump promised cheaper energy through American drilling. The market's incentive structure, and his own tariff policy, may make that impossible.
18 Mar 2026
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.
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 β€” and the ripple effects could reach far beyond any battlefield.
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