Iran – GLOBAL MACRO INSIGHTS

India Begins Defending the Rupee as the Emerging-Market Stress Cycle Returns

For years, India represented the favourite emerging-market story of global investors. Strong growth. Structural reforms. Digitalisation. Expanding middle class. Geopolitical neutrality. Demographic power. Now the...

America Rediscovers Inflation and the Consumer Starts Breaking

For nearly two years, Washington repeated the same comforting story. Inflation was under control. The Federal Reserve had won. The soft landing was intact. Growth...

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...

China’s Reflation Was Imported Through the Strait of Hormuz

China has finally escaped deflation. Unfortunately, it did not do so through a heroic revival of domestic demand, a consumer renaissance, or the sudden rediscovery...

Iran, Hormuz and the War That Cannot Find Its Exit

The war in Iran has entered that dangerous phase where everyone claims to want peace, yet each side rejects the only proposals on the table....

The One-Page Peace and the Many-Page Failure

Washington is now offering Iran what it refused yesterday: a staged reopening of the Strait of Hormuz and a gradual lifting of the American blockade....

The Strait of Contradictions

Donald Trump has paused “Project Freedom” almost as soon as he launched it. The operation that was meant to guide trapped neutral ships through the...

Hormuz Drifts Into the Fog

The Strait of Hormuz is no longer merely blocked. It is being redrawn. Hundreds of vessels are now clustering near Dubai, while others move away...

Project Freedom, or the Art of Escorting a Crisis One Ship at a Time

Donald Trump now wants to guide ships through the Strait of Hormuz. After weeks of blockade, counter-blockade, threats, oil shocks and diplomatic theatre, Washington has...

GLOBAL MACRO INSIGHTS

Tag: Iran