Uzbekistan Joins the GBI-EM
Why it matters The Cordoba View
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Starmer Resigns, the Reckoning Waits
Sir Keir Starmer has resigned, with Andy Burnham set to succeed him as Britain’s seventh prime minister in a decade.
Asia Bears the Brunt of the US-Iran War
The US-Iran war has triggered a live economic shock across Asia, with energy and food pressures building simultaneously. Energy Supply
The Gulf Ceasefire, Relief Rally, and Invisible Blockade
Assessing the ceasefire rally and what remains unresolved
Market Alert: Strait and Beyond
Brent crude oil spiked to an intraday high of $119 before reversing sharply to $105 on bearish news, such as
Market Alert: Hormuz in the Crossfire
Over the weekend, U.S. and Israeli airstrikes on Iran resulted in the death of Supreme Leader Ali Khamenei. In retaliation,
Iran at a Crossroads
Iran is entering a unstable phase marked by military escalation and rising internal uncertainty, increasing geopolitical risk across the Middle East.
US–Iran Nuclear Talks: Market Watch
Cordoba View: While the market has priced out some risk premium on hopes of increased Iranian oil supply, the situation