Fears of a new cold war with Russia have not been fully realised, even if relations remain strained. Europe is…
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Iranian protests are unlikely to topple the regime. But popular discontent with the economy and endemic corruption will shift the…
We have argued that the greenback’s multi-year bull-run might last a couple more months. But it is over or ending.…
Turkish President Erdogan has resumed control over the country after a military coup against his regime fizzled out. Turkey is…
A deal to suspend development of Iran’s nuclear programme might avert a more immediate showdown, but it will leave few…
While the rest of us had a credit bust, emerging markets had a binge. Private sector credit is rattling along…
