Iran-Israel | First wave of strikes launched by Hezbollah
50 missiles launched from south Lebanon
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
US airstrikes | Iran-backed militias | Wilson steps down
How many Iran-backed militias in Iraq? First slowly, then fast
Alan Brazil | US-Iran strikes | QT, Jobs & Inflation
Alan’s latest views on US Housing, and recent economic data
CORRECTION | Israel-Hamas | US-Iran
Rounding off our analysis on Israel-Hamas
IRAN: Iran takes a hard line at the UN
The odds of a breakdown in nuclear negotiations with Iran have increased considerably. Iranian government statements in New York last week stressed Iran’s efforts to de-emphasize the nuclear talks and “diversify” its global diplomatic agenda. At the UN General Assembly … Become a member to read the rest of this article Username or E-mail […]
IRAN: US-Iran ties enter new period of brinkmanship
Iran and the US seem determined to demonstrate to each other they are not desperate for a nuclear weapons agreement. Iran may seek to hedge the destabilizing effects of its nuclear actions by lowering tensions with regional neighbors. The Biden team came in convinced th… Become a member to read the rest of this […]