Amateur Kremlinology | Israel-Hamas | UN
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How many Hamas fighters has the IDF killed? More on the Kremlin cabinet reshuffle
Iran’s options | Freedman on Putin’s ‘fanaticism’ towards Ukraine
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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
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Unexpected sell-off in Treasuries. Brent Donnelly on bond yields & macro themes
Russia-Ukraine | Putin-Carlson interview, spin and narratives
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The bits we found interesting
AI | US housing/sentiment | Russia-Ukraine | Bernanke-Blanchard
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What next for Ukraine? BoE tests BB inflation model.
Russia-Ukraine | Rachman | Is the balance tilting?
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The best detailed summary from open source on Russia-Ukraine
Outlook 2024 | ‘Dodgy Dave’ returns | Russia-Ukraine | Israel-Hamas
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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