US Economy | GS & GSWM | JPM | Iran-Israel | Russia-Ukraine
Geopolitics and macro briefing. Goldman Sachs outlook is alive and well despite higher inflation
Iran-Israel | Early indications of Damascus strike response
A best educated guess on how Iran will respond to Damascus consulate attack
Iran’s options | Freedman on Putin’s ‘fanaticism’ towards Ukraine
Iran’s potential responses to Israeli strikes on the Damascus consulate that killed top IRGC commanders
Russia-Ukraine | Spy swap deals | US PCE | Israel strike on Iran Consulate
Unexpected sell-off in Treasuries. Brent Donnelly on bond yields & macro themes
Israel-Hamas | UNSC resolution | Kremlinologist & Isis-Kologist
Is a UN Security Council resolution binding? It’s a simple question
Al-Chips & Hummus | JPY | Russia-Ukraine | US rents
Biden turns the screw on Israeli hostage negotiators. A mishmash of topics
Israel-Hamas | Intelligence Failures, Evasion And Deception
Where is Sinwar? Israeli intel has not recovered from October 7 attacks
Alan Brazil, US Housing | Israel-Hamas | Russia-Ukraine
Did Hamas leader Sinwar escape to Egypt?
Israel-Hamas | Why IDF is fixated on Al-Shifa hospital
Haaretz 2009 article might hold some clues
Israel-Hamas | From In-And-Out Burger To A Huge Nothing Burger
Lesson from past mistakes in Middle East wars