Europe’s increasingly severe summer heat is becoming an economic variable that financial markets can no longer treat as a temporary weather disturbance. Record temperatures, drought and wildfires are disrupting river transport, agricultural production and parts of the energy system, creating… Read More ›
Month: August 2026
July Weak Hiring Complicates the US Fed’s Inflation Fight Despite Rate Hike Calls
The sharp deterioration in the United States jobs market has complicated the Federal Reserve’s emerging case for higher interest rates, forcing investors to reconsider expectations for a September increase even as inflation remains well above the central bank’s target. The… Read More ›
Washington Uses Silicon Supply Chain to Rebuild Strategic Manufacturing
The Trump administration’s latest trade action on polysilicon marks a significant expansion of its strategy to challenge China’s industrial dominance. By combining a 15 percent tariff with minimum import prices on polysilicon and several downstream products, Washington is attempting to… Read More ›
Space Junk Problem Opens New Commercial Frontier for Satellite Servicing
Space is becoming crowded enough to create a new commercial problem: what happens when the satellites and rockets that support the global economy stop working? The answer is increasingly clear. They do not simply disappear. Defunct satellites, spent rocket stages… Read More ›
Iran-US War Boosts Major Oil Companies as Prices and Cash Flows Rise
The Iran-US war is producing a striking divide across the global economy. Consumers, airlines, manufacturers and transport companies are facing higher energy costs, while major oil and gas companies are benefiting from the same disruption through higher crude prices, stronger… Read More ›