The US-Israel strike on Iran has pushed Middle East risk back to the center of global pricing. Crude has firmed into the low 70s while European gas prices spiked, and gold has extended an already sustained uptrend with a burst of volatility that suggests investors are...
On Feb 20, 2026, the Supreme Court ruled 6–3 (Learning Resources, Inc. v. Trump) that the International Emergency Economic Powers Act (IEEPA) does not authorize the U.S. President to impose tariffs, a power the Constitution assigns to Congress. Between our Feb 20,...
Gold has stopped trading as a clean derivative of US real yields and now reflects a broader external pricing regime. Since 2022, the real-yield anchor has weakened, gold has lined up more consistently with broad-dollar moves, and episodes of dollar tightening have...
India’s National Statistical Office launched a new Consumer Price Index series on February 12, 2026, shifting the base year from 2012 to 2024 and overhauling the basket composition to reflect current household spending patterns. The most consequential change is...
Executive Summary The Renters’ Rights Act received Royal Assent on 27 October 2025. Council investigatory powers commenced on 27 December 2025, and the main rent-setting provisions take effect from 1 May 2026. Official rent measures largely reflect the stock of...
After trending downward through most of 2025 alongside rand appreciation and falling oil prices, Turnleaf’s 12 month inflation forecast for South Africa is now pointing at rising inflation pressure in 2026 (Figure 1). Rebounding oil prices are overwhelming the...
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