Economy
Markets, capital flows, labour dynamics, and the cascading forces reshaping the global economy.
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Economy
The Private Capital Reckoning Wall Street Keeps Refusing to See
Davidson Kempner's Tony Yoseloff says private equity stress is already here. Wall Street's slow reckoning could make the correction far worse.
Economy
Shale's Impossible Position: Caught Between Trump's Iran Hawks and Cheap Gas Promises
Shale producers need price stability to drill, but the White House is pulling oil markets in two directions at once.
Economy
The Strait That Could Outlast the War: Hormuz and the Leverage Iran Won't Forget
Iran has demonstrated that threatening Hormuz doesn't require closing it — and that lesson will reshape global energy politics long after this conflict ends.
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Economy
Iran's Security Architecture Fractures as Israel Claims Killing of Ali Larijani
The killing of Ali Larijani removes not just a man but the institutional function that kept Iran's competing power centers from flying apart.
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More in Economy
17 Mar 2026
Iran's Oil Windfall and the Quiet Bargain Washington Is Willing to Make
The Treasury Secretary just admitted the US will tolerate Iranian oil exports to protect supply — and the implications reach far beyond Iran.
17 Mar 2026
Gulf Airspace Under Siege: How Regional Conflict Is Grounding the World's Busiest Hub
Three of the world's busiest aviation hubs are constrained at once, and the cascading effects will reach far beyond delayed flights.
17 Mar 2026
Blue Owl Pulled the Plug on Century Capital. Now Its Founder Wants a Second Act.
Blue Owl pulled its funding from UK bridging lender Century Capital after finding irregularities. Now its founder wants to start over.
17 Mar 2026
Stephen Smith's Economist Stake Is a Bet on Prestige in the Age of Noise
Stephen Smith's 27% stake in The Economist is more than a media deal. It's a signal about who controls trusted information and why.
17 Mar 2026
BNP Paribas Is Betting Europe's Private Credit Boom Has Its Own Rules
BNP Paribas says Europe's private credit boom is structurally different from America's. The logic is compelling, and the risks are hiding in plain sight.
17 Mar 2026
Trump's Strait Gambit: Who Really Pays When America Polices the Seas
Trump wants China and Asia to thank America for Red Sea strikes. The real question is what happens when the global security guarantor starts charging.
17 Mar 2026
Trump Delays Xi Summit as Iran Conflict Reshapes America's Strategic Calendar
Trump's postponement of the Xi summit over Iran is more than a scheduling conflict — it exposes a structural flaw in American grand strategy.
17 Mar 2026
Two US Minesweepers Pull Back From the Gulf as Iran's Strait Threat Grows Louder
Two of America's three Gulf-based minesweepers are docked in Malaysia as Iran escalates threats against the Strait of Hormuz, leaving deterrence on a knife edge.
