Section
Macro
4 posts
The Clock Underground
Iran's Oil Fields Face a Damage Threshold That No Ceasefire Can Reverse
The Chokepoint That Unmasks Fifty Years of False Security
Carlyle's Jeff Currie and James Gutman argue the Strait of Hormuz closure is not an energy crisis — it is a civilizational stress test. The world, they warn, has never been more exposed.
The Order Is Rapidly Fadin’
by Ed d'Agostino, COO, Mauldin Economics Every so often, a single word surfaces and cuts through the noise. If…
Global Macro Insights: August 2025
Will the US dollar continue to weaken? Templeton Global Macro explores the global market and investment implications if the dollar’s decline continues.