China’s Demand for Coal Surges
China’s new coal power station installations just reached an 18-year high. They’re also the number one builder of solar panels. And wind turbines. As the rest of the world craves it, China holds it: ENERGY
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Let Her Rip
Two years ago, Trump’s economic whisperer co-wrote a paper accusing party politics of running stimulus into an election. This week, Treasury reached for the exact tool he described. The same paper warns what’s next.
Two Software Recovery Plays
The battle between Washington and the bond market is heating up and the economic fallout from the war in Iran is beginning to surface. Murray looks at two US stocks that look ready to rumble.
Different Demand Drivers, Yet Commodities Rise in Packs
The entire commodities complex is trending higher, but the real reason has nothing to do with the headlines you’re reading.
Going Winchester
The new era of drone warfare is playing havoc with the West’s ability to defend itself. Now we’re running out of ammo.
The global order at the crossroads
The US-Iran conflict is now almost six months old. What began with military strikes has developed into a combination of diplomacy and economic warfare. The world is watching the global order redefine itself as countries realign and reposition themselves.
