Mar 5, 2026Global MarketsMacro AnalysisWhat the US-Iran War Means for Oil, Gas, and Everything Moving Through the GulfThe US struck Iran over the weekend and killed the Supreme Leader. Iran responded with missile and drone strikes on UAE and Saudi territory, hitting Jebel Ali p...Mar 5, 2026
Feb 13, 2026Global MarketsMonetary PolicyJapan's Defense Boom Just Created a Decade Long Trade SetupSanae Takaichi just won a supermajority in Japan's snap election and the market didn't waste any time figuring out what that means. The Nikkei crossed 57,000 fo...Feb 13, 2026
Feb 6, 2026Global MarketsMacro AnalysisWhat Gold's 11% Drop Tells Us About Momentum Trades Breaking DownGold dropped 11% in a single day. Silver fell 31%. Bitcoin's down to levels we haven't seen since April. And South Korea's tech-heavy Kospi had its worst day in...Feb 6, 2026
Feb 3, 2026Global MarketsMacro AnalysisThe EU's Energy Security Trap and Why Renewables Are the Only Real ExitThe EU's push for solar panels, wind turbines, and electric vehicles gets framed as a climate thing. It is, partly. But it's also about not getting held hostage...Feb 3, 2026
Jan 22, 2026Monetary PolicyMacro AnalysisWhat Chief Economists Are Worried About Right NowThe World Economic Forum just dropped its latest Chief Economist's Outlook, and Christian Keller from Barclays broke it down on Radio Davos. The tldr is that no...Jan 22, 2026
Jan 20, 2026Global MarketsMonetary PolicyTrump Tariffs Pushed Canada to China. Now What?Mark Carney just flew to Beijing and shook hands with Xi Jinping, and after eight years of diplomatic freeze between Canada and China, he's calling it a "strate...Jan 20, 2026
Jan 13, 2026Global MarketsMacro AnalysisThe Three Orders Reshaping Global Power (And Why Traders Should Care)The world doesn't have one power structure anymore. It has three, and they're pulling in different directions.,For most of modern history, answering "who runs t...Jan 13, 2026
Nov 14, 2025IndicesMarket StructureThe Four Architects of the Global Debt TrapEvery country on Earth is in debt. The United States owes about $38 trillion. Japan owes around $9 trillion. Add up governments, companies, and households, and...Nov 14, 2025
