Thank you! Click below to watch the recording of the event Watch now Don't have time to watch it now? We've emailed you a link so you can watch it at any time. You may also be interested in: Commodities Update Six key questions about the sell-off in precious metals We recently hosted a Drop-In on the sell-off in gold and other precious metals. This Update answers six key questions on topics such as the role of leverage in driving prices, the macroeconomic and... 3rd February 2026 · 4 mins read India Economics Update India-US trade deal: economic and geopolitical ramifications The 18% tariff that President Trump has announced will be applied to imports from India – down from 50% – would significantly boost India’s attractiveness as an alternative manufacturing hub to China... 2nd February 2026 · 3 mins read US Economics Update Warsh's QT wouldn't enable US rate cuts The idea that the Fed could pave the way for much lower policy rates by shrinking its balance sheet is unconvincing. Balance sheet reduction is a blunt tool for tightening financial conditions, and... 2nd February 2026 · 4 mins read Middle East & North Africa Economics Update What if the US strikes Iran (again)? Fresh strikes by the US on Iran would, coming in the wake of recent protests in the country, raise the chances of some form of regime change which could eventually pave the way for Iran’s possible... 29th January 2026 · 4 mins read Pagination Current page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 … Next
Commodities Update Six key questions about the sell-off in precious metals We recently hosted a Drop-In on the sell-off in gold and other precious metals. This Update answers six key questions on topics such as the role of leverage in driving prices, the macroeconomic and... 3rd February 2026 · 4 mins read
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US Economics Update Warsh's QT wouldn't enable US rate cuts The idea that the Fed could pave the way for much lower policy rates by shrinking its balance sheet is unconvincing. Balance sheet reduction is a blunt tool for tightening financial conditions, and... 2nd February 2026 · 4 mins read
Middle East & North Africa Economics Update What if the US strikes Iran (again)? Fresh strikes by the US on Iran would, coming in the wake of recent protests in the country, raise the chances of some form of regime change which could eventually pave the way for Iran’s possible... 29th January 2026 · 4 mins read
