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21 Mar 2026
State Street and Voya Are Rotating Out of Corporate Bonds Into Mortgage Debt
As inflation fears bite into corporate credit, State Street and Voya are moving into mortgage bonds β€” and their logic could become a self-fulfilling prophecy.
21 Mar 2026
The IEA Wants You to Slow Down. The Energy System Needs You To.
When the IEA tells you to drive slower and fly less, it is not moralizing. It is signaling that the easy supply-side options are running out.
21 Mar 2026
Netflix Bets on BTS to Prove Live Events Are Its Next Frontier
Netflix used a BTS comeback show in Seoul to test whether it can turn live events into a repeatable business β€” and the stakes go far beyond one concert.
18 Mar 2026
Iran Strikes Qatar's LNG Hub, Threatening the Gulf's Energy Nervous System
Iran's strike on Qatar's North Field infrastructure exposes how deeply the world's LNG supply chain depends on stability in one of its most volatile neighborhoods.
18 Mar 2026
China's Energy Paradox: Why Renewables and Reserves Won't Cushion the Shock
China leads the world in renewable capacity, yet its industrial scale and fossil fuel dependency mean the next energy shock will hit Beijing hard.
18 Mar 2026
South Korea's Bull Market Faces Its Sharpest Test Yet in the Energy Crunch
South Korea imports 93% of its energy, and the current shock is exposing a feedback loop between commodity prices, the won, and corporate margins.
18 Mar 2026
Gold and Silver Retreat as Markets Reassess the Safe-Haven Calculus
Gold fell 1.4% and silver dropped 2.5% across recent sessions, but the real story is what the rhythm of those losses signals about shifting market psychology.
18 Mar 2026
The Fed Holds Its Nerve as Iran War Rattles Energy Markets
The Fed is holding its rate-cut plans even as Iran war sends energy prices soaring, but several policymakers are already whispering about tightening.
18 Mar 2026
How Iran's Shadow War Turned Global Shipping Into a Gamble
Houthi attacks backed by Iran have turned the Red Sea into a no-go zone, and the chaos is rewriting the rules of global shipping.
18 Mar 2026
DeepSeek's Cheap AI Shakes the Foundation of America's Trillion-Dollar Bet
A Chinese AI startup just challenged the core assumption behind America's trillion-dollar AI infrastructure bet, and markets are only beginning to process it.
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