Economy & Markets
How Did China’s Oil Majors Prepare the Country for an Energy Crisis?
China’s state owned oil companies have spent years preparing for the possibility of major disruptions to global energy supplies, investments that are now helping...
Assessing Rwanda-Russian Economic Partnership
Decades after the Soviet collapse, Russia and Rwanda share an excellent, longstanding, and growing multifaceted relationship, rooted in mutually beneficial cooperation, while sustaining ambition...
The US Just Bombed Iran’s Shadow Fleet: What Happens to Oil, Banks and the Next Sanctions War?
TODAY'S NUMBERS:
$100 (Brent crude, after Wednesday's tanker strikes) · 4.92% (US 10-year Treasury yield) · $4,440 (gold, per troy ounce)
Oil and yields are climbing...
Gold Up, Dollar Down, Yields Rising: What Kevin Warsh’s Fed Is Doing to the Reserve Currency
TODAY'S NUMBERS:
$4,388 (gold, per ounce) · 98.6 (dollar index, four-month low) · 4.8% (10-year Treasury yield, highest since 2023). Gold and yields normally move...
Is the Global Economy Running Too Hot for Financial Markets?
The global economy has entered the second half of the year with surprising strength despite two wars, sharply higher energy prices and persistent geopolitical...
Beyond Expansion: Can BRICS Convert Economic Weight into Collective Power?
Authors: Janvi Singhi and Kanav Sharma*
BRICS is moving into a more meaningful phase in its evolution. Its larger membership, considerable resources, population, and markets...
Why Gold Fell While Central Banks Kept Buying It
Gold used to spike on every Gulf war headline because the same buyers set both its price and its ownership. In 2026 those are...
China and Egypt’s African Ambitions: How VICMED Could Advance the Belt and Road
The Chinese perspective intersects with and complements the vision of Egyptian President Abdel Fattah El-Sisi to establish a waterway linking the Mediterranean Sea to...
Can Southeast Asia Drive China’s Next Clean Tech Export Boom?
China’s clean technology industry is entering a new phase. After years of rapidly expanding exports to developed markets, particularly Europe, Chinese manufacturers are increasingly...
US-Iran Fire in the Strait of Hormuz: What Happens to Oil, Gold and the Fed’s Next Move
TODAY'S NUMBERS:
$97.19 (Brent crude, a six-week high) · $5.85 (US retail diesel, a record) · 4.79% (US 10-year Treasury yield)
War in the Gulf is...