Trade, monetary policy, fiscal policy, markets, and international economic competition.
A temporary waiver releases 140 million barrels onto global markets. It is the first time America has eased sanctions on a country it is actively fighting.
March 21, 2026 · 4 min read
With oil above $115 a barrel and consumer prices climbing, the Federal Reserve is boxed in. Rate cuts are off the table for the foreseeable future.
March 18, 2026 · 4 min read
The Q4 2025 GDP report confirms what businesses already knew: the economy was losing steam before the Iran war made everything worse.
March 13, 2026 · 4 min read
Beijing's latest restrictions target gallium and germanium shipments to U.S. defense contractors: a calculated escalation with limited short-term options for Washington.
March 7, 2026 · 3 min read
The layoffs, representing 3 percent of the firm's workforce, reflect a financial sector bracing for a prolonged period of geopolitical and economic turbulence.
March 5, 2026 · 4 min read
Twenty percent of the world's oil supply transits a waterway that Iran has shut down. The shock is already here, and it will get worse before it gets better.
March 2, 2026 · 4 min read
The Federal Reserve's decision to maintain rates at 4.5% contrasts with rate cuts in Europe and Asia, widening a policy gap with significant consequences for trade and capital flows.
February 23, 2026 · 3 min read