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PUBLICATIONS
Recap | 09 March 2026
Iran war extends reach, rhetoric escalates despite stated progress toward US goals Ayatollah Mojtaba Khamenei named supreme leader as hardliners assert control in Iran Fighting increasingly disrupts energy production and Strait of Hormuz transit US and G7 seek to alleviate oil and gas shortages Tumultuous oil trading points to exceptional uncertainty Prospects for accelerated peace lead to turnaround in stocks and government bonds Inflation concerns stemming from oil shock co
2 days ago10 min read
Recap | 06 March 2026
US demands Iran's capitulation to avoid protracted war Middle East pressures Iran to contain retaliation; Israel expands front in Lebanon Countries aim to secure energy infrastructure, maritime transit as fighting halts shipping Iran war changes Russia's oil fortunes; Ukraine's drone expertise in demand Risk assets falter amid energy price surge, credit concerns February employment declines disappoint while retail sales underwhelm Dueling risks from oil, weak labor market com
4 days ago14 min read
Recap | 04 March 2026
US and Israel intensify strikes amid Iran's regional retaliation and expanding battlefield Iran evaluating succession plans as US floats "someone from within" to take over Regional confrontation and Strait of Hormuz attacks trigger cascading supply disruptions US to raise temporary tariff rate as refunds ordered; OECD warns on debt US equities recover after wild overnight trading losses in Asia Fed officials offer differing rate path outlooks as global inflation fears resurfa
6 days ago12 min read
Recap | 02 March 2026
US and Israel wage war against Iran Iran's retaliation risks regional contagion Strait of Hormuz becomes strategic chokepoint France revisits nuclear policies with eye toward European security Oil and gas prices spike to prompt inflation fears Defense sector leads stocks' comeback as bid for safety strengthens dollar Manufacturing activity indices show growth, cost pressures Prediction markets foster wagers on war Ukraine-Russia talks on schedule with Donetsk at issue Pakista
Mar 38 min read
Introducing the Datum Research System Prompt
Thought is a process. We can teach AI models how to think by telling them. EDWARD VON DER SCHMIDT 02 MAR 2026 Large language models (LLMs) and similar tools are especially powerful if you use them with intention. This software, which relies on pattern recognition to translate language and media into code and vice versa, will invariably make mistakes and requires your careful attention. Using these models thoughtfully, however - by guiding them toward what you want to achieve
Mar 24 min read
Recap | 27 February 2026
Israel and US begin 'major combat operations in Iran'; Middle East braces for conflict Anthropic barred by administration, designated supply chain risk by Pentagon Pakistan announces 'open war' after Afghanistan attacks AI stocks retreat with private credit risk weighing on banks Markets position for higher oil prices despite supply Interest rates ease even as wholesale price inflation surprises Major central banks' independence under scrutiny President Trump floats 'friendly
Feb 2810 min read
Recap | 25 February 2026
President Trump outlines priorities, emphasizes military in State of the Union address US and Iran brace for conflict ahead of Geneva negotiations on Thursday White House looks for tariff continuity without Congress China seeks strategic reset with Germany, squeezes exports to Japan Tech-led stocks rebound rewards hardware manufacturers against vulnerable AI targets Federal Reserve officials point to extended policy hold Consumer confidence edges higher but employment prospec
Feb 2610 min read
Recap | 23 February 2026
Negotiations to continue on Thursday amid heightened US-Iran tension Prospective US tariffs introduce new uncertainties Trading partners revisit deals after SCOTUS ruling US broaching nuclear dialogue with Russia, China AI disruption potential weighs on technology services as stocks fall Fed Governor Waller weighs support for interest rate pause US factory orders retreat as NY Fed inflation gauge climbs AP highlights growing clout of retail investors Mexico wages war against
Feb 248 min read
Recap | 20 February 2026
Supreme Court strikes down President Trump's use of emergency tariffs, limiting executive power US administration to deploy alternative tariff mechanisms in response to ruling White House weighs limited strikes on Iran over nuclear enrichment US growth estimates underwhelm as inflation climbs Equities rally amid tariff volatility while gold and oil edge higher Federal Reserve officials point to comfort with hold against uncertainty ECB President Lagarde intends to finish term
Feb 218 min read
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