Global Brief: Jul 13 – Jul 19
The US widened Iran oil sanctions, expanded terror designations, and reopened monument land to mining. China built an AI body instead. Two theories of power.
News
Global Briefs
Global Brief: Jul 6 – Jul 12
NATO turned defense pledges into contracts, Washington rewarded Syria while squeezing Iran, and Brussels moved to fine Meta. Power is shifting to money.
Global Brief: Jun 29 – Jul 5
Israel and Lebanon signed a peace framework in Washington as oil fell nearly forty dollars a barrel since spring. Why the week's calm rests on a fragile base.
Analysis
The ECB raised rates into a slowdown. Then the war ended.
The ECB's own data shows oil assumptions up 55% and energy inflation revised up nine points. It hiked rates on June 11. The next day, the war ended.
How a distant war reaches your savings: the ECB's May warning
A war closed the Strait of Hormuz, and the ECB's latest review traces how the shock travels through bond markets and shadow banks to reach your savings.
Why Europe's central bank is suddenly worried about water
Three out of four euros euro area banks lend goes to companies that depend on nature. The ECB's own data says a drought is now a banking risk.