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 »
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 »
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 »
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 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 »
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 »
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 »
A record Binance theft, attacks on commercial shipping and Poland’s court confrontation widened Friday’s risks as technology shares fell across global markets.
Friday’s Trouble Went Well Beyond Wall Street Read More »
Google pulled the indexes lower while most stocks rose. Thursday’s Lens explores the wider market gains, the household spending squeeze and the practical test for Iran diplomacy.
Wall Street Looked Worse Than It Was Read More »