Outlook 2024 | ‘Dodgy Dave’ returns | Russia-Ukraine | Israel-Hamas
Goldman Sachs anchor expectations for 2024
Israel-Hamas | Russia-Ukraine | Best reads today
Jon Alterman, Mark Galeotti & King Abdullah II
FOMC | Russia-Ukraine | Selected articles & podcasts
Fed economic projections likely to be raise at FOMC
Russia-Ukraine | PIMCO | An investors’ perspective
Three scenarios laid out with probabilities
Ukraine counteroffensive | An intelligence failure?
Were analysts at CSIS wrong about Ukraine’s chances of success in the counteroffensive operation?
Russia-Ukraine | Galeotti on ceding territory for peace
Market Galeotti on the likelihood of a peace settlement between Russia and Ukraine
Russia-Ukraine | Taylor Rule | Blanchard Beveridge Curve | Treasuries | Risk Premia (Eurostoxx)
A confluence of positive market catalysts with increasing probability coming together.
Russia-Ukraine | Wolfgang Münchau | Ceding territory for peace
NATO’s Stoltenberg top aid lets it slip. Finland’s Soviet invasion in 1940
Rising SST | Dating apps | China | BoE | Oppenheimer | Climate change
From dating apps to OnlyFans. China economy and stimulus outlook. Rising SST in Northern Atlantic. What to watch for.
Russia-Ukraine | Enemies vs. Traitors | Infowars
Putin’s world view of enemies versus traitors. Curating source in OSINT research