The World Is Beginning to Look Like 2021 Again
The global economy is starting to rediscover a sensation it hoped had been buried with the pandemic: the slow suffocation of supply chains. Not yet...
Tag: Commodity
Ceasefire Without Peace
Donald Trump has extended the ceasefire with Iran, but only in the peculiar modern sense of the term, where a truce is prolonged, threats continue,...
China’s Calm Front, Fragile Core
China today presents itself as the one major power still capable of looking composed in a world that seems determined to lose its balance. That,...
Russia-China, the Axis of Convenience Tightens
As war drags on in the Middle East and the American position grows more erratic by the day, Beijing and Moscow are doing what they...
Aluminium’s Surge Signals a Deeper Breakdown
Aluminium is doing what markets do when the system begins to fracture: it is moving first, and moving fast. Prices in London are approaching $3,500...
The Strait That Stopped the World
The war in the Middle East is no longer a regional crisis. It is rapidly becoming a structural shock to the global economy. What began...
How Washington Just Cut Beijing Out of Venezuela
The announcement was brief, deliberately blunt, and strategically revealing. Donald Trump declared that Venezuela would deliver between 30 and 50 million barrels of oil to...
The Great Depression, Reloaded
President Donald Trump has managed to botch global growth again, this time in the copper market, all because he casually announced that the U.S. will...
President Trump’s Tariff Hammer Strikes Again – This Time at 50%
President Donald Trump has, once again, dusted off his favourite economic weapon: tariffs. Steel and aluminium imports now face a 50% duty, up from a...