Key takeaways Current oil prices, while high, are not yet at a crisis level for the equity markets. The reopening of the Strait of Hormuz is uncertain and could significantly impact oil prices. Iran has […]
Key takeaways Liquidity is currently masking deeper economic stresses, with inflation driven by policy and supply constraints. Europe is facing potential economic vulnerabilities due to margin pressures and credit deterioration. The global money supply growth […]
Key takeaways The closure of the Strait of Hormuz is expected to exacerbate supply chain issues until it reopens. Global powers are underestimating the existential risks posed by the Middle East situation. The US faces […]
Key takeaways The world is shifting from a unipolar to a multipolar power structure. The US is experiencing a decline in global influence, moving towards a multipolar world. Different metrics of empire decline at varying […]
Key takeaways The current reliance on light water reactors limits the potential for nuclear power development. Bespoke reactor designs have historically led to cost overruns and delays in the nuclear industry. Switching to alternative coolants […]
Key takeaways Inflation is expected to peak at 3.5% in the short term before dropping to around 2.8% within a year. The perception of inflation as transitory is overly complacent, drawing parallels with the 1970s […]
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