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All the President’s War Plans

2026-03-03 06:36:57

Trump keeps adjusting his narrative on Iran. Either his timetable is shifting, or it doesn’t exist.

Korea's K-Dot Rate Plot Isn’t a Straight Line

2026-03-03 04:00:06

Central banks don’t look and sound like they did a generation ago. They don’t just do more, they must say more. This revolution delivered real pluses:  a much-needed increase in accountability, more insight into deliberations, and formal inflation targets. But it was never going to be all good.

The Iran War Is Creating an LNG Shortfall. Don’t Panic Yet

2026-03-03 03:40:05

When Qatar said on Monday it was shutting 20% of the world’s liquefied natural gas production after an Iranian attack, the energy market had a flashback to the crisis that hit in Europe in 2021 and 2022 after Russia invaded Ukraine. Thankfully, not every gas crisis is created equal. With a bit of luck, the current upheaval may not be as catastrophic for energy prices. If so, it will be all thanks to China.

War Markets Have Some Bugs

2026-03-03 03:13:54

Rule 40.11, Nasdaq 100 binaries, a DAT proxy fight, paralinguistic features, lying to VCs and Lloyd Blankfein’s memoir.

India’s Risks in the Iran Conflict Go Way Beyond Oil

2026-03-03 03:00:04

Past conflicts in the Middle East typically hit India at the gas station. This time, the risks transcend oil, threatening everything from smartphone exports to New Delhi’s fragile finances.

Can State Election Officials Trust the White House?

2026-03-02 20:30:04

After federal officials said last week that they didn’t plan to station immigration agents at voting locations during the midterm elections, secretaries of state from across the country had two reactions: relief and skepticism.