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PUBLICATIONS
Recap | 11 February 2026
US and Iran at odds over nuclear enrichment as military buildup continues
Feb 129 min read
Recap | 9 February 2026
Japan’s Takaichi secures mandate for conservative platform in election rout with tax cuts and defense spending in mind
Feb 1010 min read
Recap | 6 February 2026
US-Iran dialogue reset in Oman achieves limited progress
Feb 89 min read
Recap | 4 February 2026
US and Iran tentatively shift to nuclear negotiations in Oman
Feb 58 min read
Recap | 2 February 2026
US and Iran to meet amid tensions as diplomacy eyed in Istanbul President Trump announces trade understanding with India in bid to pressure Russia US creates strategic rare earths reserve President Trump names Kevin Warsh to lead Federal Reserve Metals' historic pullback met with dollar strength, risk asset calm Manufacturing PMI rebound belies underlying uncertainty Reserve Bank of Australia hikes rates on inflation concerns Postponed Russia-Ukraine talks back on in Abu Dhab
Feb 37 min read
Recap | 28 January 2026
Federal Reserve holds, signals extended pause US-Iran rhetoric escalates as Middle East urges calm Secretary Rubio testifies before Congress Gold vaults higher against dollar weakness while stocks flirt with records Big Tech's AI spending compounds chip shortages Census flags impact of reduced US immigration Consumer confidence declines in light of employment unease Bank of Canada, Banco Central do Brasil hold UK-China reset highlights global trade refactoring ASEAN ministeri
Jan 297 min read
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