Macro Scene
Balaji Srinivasan warns of systemic break if Iran prevails
Balaji Srinivasan has laid out a blunt sequence of consequences tied to a potential Iranian victory, arguing it would mark the end of several...
Software Sector Faces $40 Billion Debt Crunch by 2028
Roughly $40 billion in debt tied to software and services companies is scheduled to mature in 2028, marking the largest single-year concentration of repayments...
US ETF trading volume hits record pace as market activity accelerates
Activity in the United States exchange traded fund market has surged, with weekly trading volumes reaching $2.2 trillion last week, the second highest level...
China Exports Surge as Semiconductor Demand Lifts Trade in Early 2026
China’s trade activity picked up sharply at the start of 2026, with both exports and imports rising at their fastest pace in several years...
US Intelligence Says Iran Leadership Remains Stable as Oil Prices Climb
Fresh intelligence assessments from the United States indicate that Iran’s leadership structure remains largely intact, with analysts seeing no immediate risk of collapse despite...
IEA floats record oil reserve release as prices stay elevated
Energy markets are watching a proposal from the International Energy Agency that could lead to the largest coordinated release of strategic oil reserves ever...
