Russia Wants More Than a Deal on Ukraine
Russia wants a wider European security bargain in Abu Dhabi. Iran’s blockade still matters, and America’s nuclear plans depend on foreign fuel.
Russia Wants More Than a Deal on Ukraine Read More »
The Pipeline Was Hit. Oil Got Cheaper.
Saudi crude kept moving after a strike and Brent fell nearly 6%. In Washington, the Iran war came back to the House. On Wall Street, Nvidia sat out the chip rally.
The Pipeline Was Hit. Oil Got Cheaper. Read More »
Washington Changed Hands. The Markets Found New Reasons to Worry.
The midterms shifted power in Washington, tankers faced new threats near Hormuz, and Wall Street questioned AI spending. The Weekly Lens connects the risks.
Washington Changed Hands. The Markets Found New Reasons to Worry. Read More »
Would You Send the Next Tanker?
The US midterms moved oil prices. What would Congress and Qatar have to achieve before shipowners can count on a safer crossing through Hormuz?
Would You Send the Next Tanker? Read More »
The Selloff Started in Chips. It Didn’t Stay There.
Wall Street gave back Wednesday’s rally and then some. Oil rebounded as reports of tanker incidents came in, and a bank collapse brought down Paraguay’s president.
The Selloff Started in Chips. It Didn’t Stay There. Read More »
Texas Turned Blue. Oil Fell Below $95.
Democrats took Congress and broke a three-decade Republican hold on the Texas governor’s office. Oil traders saw a better chance of an end to the Iran war. In the Gulf, the UAE was already thinking about another way around Hormuz.
Texas Turned Blue. Oil Fell Below $95. Read More »
The Art of the Deal or the Art of the Veto?
The US midterms could change who Trump has to bargain with. Plus Hormuz shipping, Apple and AMD, and the global market dashboard.
The Art of the Deal or the Art of the Veto? Read More »
Oil Fell Sharply. Technology Kept Falling.
Iran diplomacy sent oil sharply lower, but AI funding worries and tomorrow’s data-centre votes kept technology under pressure. Plus China, Europe and the dashboard.
Oil Fell Sharply. Technology Kept Falling. Read More »
The World Is Talking Peace. The Markets Are Pricing Trouble.
Iran’s vulnerable shipping routes, fractured international diplomacy, and Wall Street’s AI reckoning reveal the price of confidence. Plus Poland and Brussels in next week’s watch.
The World Is Talking Peace. The Markets Are Pricing Trouble. Read More »