Will the "Unpleasant 1970s" Return? High Inflation, High Rates, and the New Leverage Trap
The 1970s Template: Energy Shocks and Stagflation
The 1970s were bookended by two massive oil shocks deeply tied to Iran
Japan’s Macro Risks: Soaring Debt, Stagnant Growth, an Aging Society, and a Squeezed Auto Industry
Japan faces a complex macro risk profile defined by extreme public debt, chronic low growth, rapid population aging, and structural
Is the Pillar of Japan’s Economy Cracking? Chinese Auto Sales Surpass Japanese in Australia.
For the first time since 1998, Japan’s automotive stronghold has been breached by China’s aggressive expansion in the
Cargo ships and tankers were attacked, and oil prices returned to $93.
It has been a day of ups and downs.
* Intra-day Volatility: Swung from a low of $86.29 to a
War and Oil: The Effects Are Still Spreading
President Trump says the war in Iran is "mostly done," and the stock market is bouncing back. Oil
Oil prices dropped—that's great—but this is far from over.
Oil Prices Fell. That’s Good News for Stocks — But Stay Careful.
Today the market got some good news. President
Has the Rapid Growth Ended? China’s EV Sales Are Dropping
In February 2026, China sold 686,000 new energy vehicles (EVs). That sounds like a big number, and it is—
