GLOBAL MACRO INSIGHTS

The Art of Surrender: How Trump Turned Victory into Tehran’s Greatest Strategic Gift

Wars are normally judged by the territory conquered, the armies destroyed, or the regimes overthrown. Far less frequently are they judged by what ultimately emerges...

The Real Winner of the Iran War

For months, markets focused on the obvious losers. Iran suffered devastating infrastructure damage. Israel failed to achieve many of its strategic objectives. The United States...

America’s Iran War Is Becoming Trump’s Political Trap

For months, Donald Trump attempted to project absolute confidence over the Iran conflict. The war would be short. Iran would bend under pressure. Oil markets...

The President of Oil, Trapped by His Own War

Donald Trump wanted to dominate energy. Instead, he has detonated its geography. What was sold, implicitly and then explicitly, as a campaign of force designed...

Victory at the Microphone, Panic in the Oil Market

Oil markets no longer listen to reassurance. They look at damage. That was the lesson of the latest session, one of the most violent since...

GLOBAL MACRO INSIGHTS

Tag: Benjamin Netanyahu

The Art of Surrender: How Trump Turned Victory into Tehran’s Greatest Strategic Gift

The Real Winner of the Iran War

America’s Iran War Is Becoming Trump’s Political Trap

The President of Oil, Trapped by His Own War

Victory at the Microphone, Panic in the Oil Market

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