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An opinion and policy analysis for audiences of the Financial Times, The Economist, and Foreign Affairs The Regulatory Ambush Nobody Planned For In late April 2026,...
Traders of oil futures are a famously sunny bunch. On April 17th, after Iran’s foreign minister declared the Strait of Hormuz “completely open,” the price of...
The Venetian convention hall in Las Vegas does not usually feel like a battlefield. But on April 22, 2026, when Thomas Kurian walked onto the Google...
For years, the European electric vehicle market was defined by a single, monolithic rivalry: legacy European automakers scrambling to defend their home turf against the relentless...
A fourteen-day state of emergency on a nine-island atoll 4,000 kilometres from the nearest refinery is not a curiosity of geography. It is the first dispatch...
Every decade or so, a headline announces that the petrodollar is dying. Every decade, the dollar proves those headlines wrong. The reason is simple, and it...
The US-Israel-Iran conflict has exposed a structural fault line beneath the Gulf’s gilded markets. What investors called safe havens are now ground zero for the most...
There is a particular kind of silence that follows the settlement of a long-overdue debt—not the silence of resolution, but of recalibration. When the State Bank...
The Bank’s landmark 2026 report is a significant intellectual evolution—but it is no blank cheque for state intervention. A careful reading reveals something more interesting, and...
By the time the votes are counted in November 2026, American democracy may have survived its most dangerous season — not because the election was stolen,...
