Economy
Why Are European Banks, Japan’s Bonds and Populism Shaping Markets?
This week's market headlines have been dominated by Gulf tensions, inflation, bond market concerns and renewed political pressure on the Federal Reserve. But beneath...
Oil and Gold Rise as Geopolitical Tensions Mount Ahead of US CPI
Oil and gold prices climbed on Wednesday as geopolitical tensions intensified ahead of key U.S. inflation data, while investors assessed the potential impact on...
Can Trump’s Fed Battle Threaten Bond Markets?
Political Pressure Puts Fed Independence Back in Focus
Federal Reserve Chair Kevin Warsh's efforts to keep the central bank insulated from political pressure have become...
The Periodic Table Is a Sanctions Weapon Now
On 23 July, the EU adopted its toughest sanctions package yet against Russian oil and gas revenue — asset freezes on 94 banks, an...
Capitalism, Imperialism and America’s Middle East Wars: A Marxist Perspective
More than 150 years after Karl Marx penned his famous line: “Capital comes dripping from head to foot, from every pore, with blood and...
Senate Shelves Crypto Market-Structure Bill, But Wall Street Keeps Buying Bitcoin
The US Senate will not vote on crypto's most consequential piece of pending legislation before lawmakers leave Washington for their August recess, leaving the...
Is AI Ending Wall Street’s EPS Obsession?
AI Spending Shifts Investor Focus from Earnings to Cash Flow
The artificial intelligence boom is transforming how investors evaluate corporate earnings, pushing Wall Street beyond...
China’s Export Controls Are Supposed to Target America. Why Do They Keep Hitting Europe?
On October 9, 2025, China's Ministry of Commerce added five more rare earth elements to its export control list and, for the first time,...
Has the US Japan Currency Intervention Weakened the G7’s Influence on Global Exchange Rates?
US Japan Currency Intervention Signals Shift Away From G7 Coordination
Last week's joint intervention by the United States and Japan to support the Japanese yen...
The Insurance Ceasefire
On 21 July, Houthi forces announced a blockade of Saudi Arabian ports. The next day, the spot rate to move a very large crude...