Ceasefire in Name, Crisis in Reality
The war has entered that familiar and dangerous phase in which everyone claims to want peace, while acting as if escalation remains the more useful...
Category: MARKETS
The Day the Market Stops Believing
There are warnings that belong to the realm of theory, and others that carry the quiet weight of experience. When Henry Paulson speaks about a...
Ceasefire on Borrowed Time
The war has not ended. It has merely paused, briefly, uneasily, under the sort of arrangement that looks like diplomacy from a distance and like...
ECB, Waiting in the Smoke
The European Central Bank is edging towards caution rather than conviction. For now, the instinct in Frankfurt is to leave rates unchanged later this month...
Ceasefire Dead, Blockade Begins
The brief illusion of de-escalation has collapsed. The talks in Pakistan did not produce peace, or even the outline of one. They produced what this...
The Fed’s New Fear: Inflation Has Not Finished Its Work
At first glance, the Federal Reserve still looks suspended in familiar ambiguity: waiting, watching, refusing to move too quickly. But the minutes of its March...
Ceasefire, Yes. Control, No.
Washington would like the world to believe that the worst is over. The reality is less comforting. A fragile pause has been announced, diplomats are...
Middle-East: Ceasefire, Peace, or a Joke?
What has been announced is not peace. It is a pause. After six weeks of war, thousands of deaths, a global energy shock and repeated...
The Day the World Ran Short
It does not begin with a collapse. It begins with a pause. A handful of ships, fully loaded, engines humming, drifting in a narrow stretch...