Russian Economy | FT | Sergei Guriev

Is Russia’s economy really faltering?
Russia-Ukraine | Freedman | War Narratives

The chickens come home to roost…
Mark Galeotti | Thoughts from the MSC

Munich Security Conference debrief… from an (actual) attendee and (real) Russia expert
US-China/EU Tariffs | Paul Tucker | Dani Rodrik

EU is next. Not all economists are international trade experts.
IMPORTANT: US-China Tariffs
We’re less sanguine than before. Here’s why.
Part 1: John Thomas | Trump Tariffs | SoftBank | Stargate

We warned you! Now why would you doubt our guy?
Anthropic CEO | US-China | AI Exports Controls

Dario Amodei on DeepSeek and AI export controls
John Thomas | Tariffs | TikTok | Gaza Ceasefire | Crypto Reserve

Trump tariffs and executive orders. What’s expected
US | New Orleans | Domestic Terrorism

Was DHS or US intel caught napping?
FOMC | Turkey | Syria | ISIS | Last Bear Capitulates

Ottomans and US-backed Kurdish forces in Syria on a collision course which could release ISIS detainees