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PUBLICATIONS
Recap | September 25, 2026
Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms. What is the Recap? CONTEXT = Background ANALYSIS = Reasoning VIEWPOINT = Opinion By Edward von der Schmidt Summary Oil fluctuates with uncertain US-Iran diplomacy amid Saudi supply concerns and record diesel prices. Growth, inflation, and policy prospects lift government bond yields while Federal Reserve officials point to potential for ad
2 hours ago8 min read
Recap | September 22, 2026
Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms. What is the Recap? CONTEXT = Background ANALYSIS = Reasoning VIEWPOINT = Opinion By Edward von der Schmidt Summary Ahead of this week's Trump-Xi summit in Washington, a meeting between the US and Iran at the United Nations in New York offered an opportunity for high-level dialogue amid threats of escalation. Plans to restart Saudi Arabia's
4 days ago7 min read
Recap | September 18, 2026
Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms. What is the Recap? CONTEXT = Background ANALYSIS = Reasoning VIEWPOINT = Opinion By Edward von der Schmidt Summary The Federal Reserve hiked rates in light of economic strength and elevated inflation coming against a backdrop of geopolitical uncertainty. Oil markets have fluctuated in response to a developing conflict between Houthis in Ye
Sep 208 min read
Recap | September 15, 2026
Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms. What is the Recap? CONTEXT = Background ANALYSIS = Reasoning VIEWPOINT = Opinion By Edward von der Schmidt Summary Markets prepare for September Federal Open Market Committee (FOMC) decision, new economic projections, and Warsh press conference for policy insight. Houthi gains in Yemen and Saudi Arabia's pipeline closure pressure oil suppl
Sep 167 min read
Recap | September 11, 2026
Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms.
Sep 128 min read
Recap | September 4, 2026
Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms.
Sep 47 min read
Recap | September 1, 2026
Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms.
Sep 27 min read
Recap | August 28, 2026
Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms.
Aug 308 min read
Recap | August 25, 2026
Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms.
Aug 269 min read
Recap | August 23, 2026
Relevant summaries written by a research analyst to save you time (What is the Recap?).
Aug 249 min read
Recap | August 18, 2026
Relevant summaries written by a research analyst to save you time (What is the Recap?). Commentary - NOT advice or a recommendation. See Disclaimers and Terms.
Aug 1910 min read
Notes | What is the Recap?
The Recap is a structured, markets intelligence brief designed to offer clarity and save you time. It is personally vetted and written by a research analyst and discusses important macroeconomic and geopolitical topics. The Recap will generally be published on Tuesday and Friday evenings (Pacific Time).
Aug 114 min read
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