America
Economy
+29
Apr 6, 2026
•
11 min read
Hormuz Update: Global economic impacts as of 6 April 2026
Winners and Losers
Fertilizer
+22
Mar 6, 2026
•
8 min read
The Next Phase of the War and Its Global Consequences
Any U.S.-Israeli strikes on Iran (as we argued in our last post) that were limited in some manner, and did not appear to seek regime change, would have allowed the possibility for an agreed offramp at some point.
JCPOA
+9
Feb 26, 2026
•
6 min read
What comes next if nuclear talks fail
Total war or a tacitly limited conflict?
Economy
+18
Oct 2, 2025
•
10 min read
2 October 2025
Trump issues guarantee to defend Qatar as he attempts to push Gaza peace deal
Schumer
+14
Oct 1, 2025
•
8 min read
1 October 2025
U.S. government goes into shutdown as budget negotiations fail
America
+15
Sep 22, 2025
•
10 min read
22 September 2025
UN sanctions on Iran almost certain, as U.S. clarifies visa rules for foreign workers
America
+13
Sep 15, 2025
•
11 min read
15 September 2025
Trump pushes NATO to back sanctions on Russia as Ukraine continues to hit Russian refineries and oil infrastructure
