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
Russia-Ukraine | Putin-Carlson interview, spin and narratives
The bits we found interesting
AI | US housing/sentiment | Russia-Ukraine | Bernanke-Blanchard
What next for Ukraine? BoE tests BB inflation model.
Russia-Ukraine | Rachman | Is the balance tilting?
The best detailed summary from open source on Russia-Ukraine
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?