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The US-Israel war on Iran closed the Strait of Hormuz to 20% of world oil trade. The IMF warns of global recession. Europe faces stagflation. Asia...
China’s semiconductor exports surged 87% in May 2026 even as retail sales stagnated and property investment fell 16%. Inside the structural divergence threatening Beijing’s growth model.A...
The GENIUS Act has turned dollar-backed stablecoins into a geopolitical tool, cementing US monetary dominance through digital rails. We examine how banks, fintechs, and the global...
Agentic AI is moving from experimentation to transactional authority in financial services. With $50 billion in spending and 44% adoption, we examine what’s working, what’s failing,...
The IMF cut its 2026 global growth forecast to 3.1% as the Iran war, renewed US tariff threats, and AI investment uncertainty converge. Inside the most...
China’s domestic chip ecosystem is accelerating even as US export controls tighten. With tungsten up 557% and Nvidia’s China share halving, we map the permanent splitting...
Morgan Stanley says salt is the new oil. GE Vernova builds gas turbines for AI data centres. Copper, lithium, and sodium are the new strategic reserves....
Morgan Stanley estimates AI-related global debt issuance will hit $570 billion in 2026, with hyperscaler spending exceeding $1 trillion by 2027. Oracle’s crisis may be the...
Argentina has achieved its first primary fiscal surplus in over a decade and cut inflation from 300% to a projected 29.4% in 2025. But the structural...
The World Bank projects global growth at 2.5% in 2026, the weakest since the pandemic, as the US-Iran conflict drives energy price spikes, inflation, and tighter...
