Comment: Markets · AI | Iran-Israel

Mid-summer melt up in risk assets
Spectra Markets | Jackson Hole Survey Results

One of the most heavily skewed survey results I have ever seen for an event like this
US Tariffs | Beyond The Rhetoric

Beyond The Rhetoric: IDT Is A Positive Tailwind For US Assets But a Headwind For the ROW
Russia-Ukraine | Trump-Zelenskyy++ | Narrative Control

Analysis and perspectives roundup
Russia-Ukraine | Trump-Zelensky | Exxon Sakhalin-1

Follow the money trail. Trump-Zelensky script
Russia-Ukraine | Club Med White House Tour List

One up on IRGC concentration risk
Mark Galeotti | Trump-Putin · Russian Press Overview

Russian press snap responses of Alaska Summit
Trump-Putin | Russia-Ukraine

What they’re saying and not saying
Mark Galeotti | Trump-Putin · Moscow View

Russian Press Ahead of the Trump–Putin Alaska Summit
Russia-Ukraine · Trump-Putin | Tariff Inflation · Real-Time

Local sources. High-frequency price monitoring US tariff effects