It’s been more than 2 weeks since the US-Israel joint combat mission against Iran began and the conflict doesn’t look like its going to end any time soon. Iran is doing everything it can to resist U.S.–Israeli forces, including using military force and causing...
Brent crude has surged from ~$70 to above $100 following the US-Israeli strikes on Iran and the near-closure of the Strait of Hormuz (Figure 1). Dutch TTF natural gas has jumped from the low $30s to above $55/MWh in a parallel move (Figure 2). Contemporaneous (0) and...
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...
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