Latest Reports

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Global

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June 20

NATO leaders meet in The Hague, the alliance faces a fundamental question.

NATO leaders meet in The Hague, the alliance faces a fundamental question.

As NATO leaders meet in The Hague, the alliance faces a fundamental question: Can Europe truly act independently, or is NATO now just a vehicle for U.S. strategic interests? With new defense spending demands and global tensions rising, the answer will shape the future of European sovereignty and global power.

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Markets

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June 20

The Lean Revolution: Why America’s Biggest Companies Are Slashing White-Collar Jobs—and What It Means for the Global Economy

The Lean Revolution: Why America’s Biggest Companies Are Slashing White-Collar Jobs—and What It Means for the Global Economy

The U.S. corporate world is undergoing a structural reset, with mass white-collar layoffs not just as a response to economic cycles but as a deliberate strategic pivot. Behind the headlines: a bet that smaller, tech-powered teams can drive more profit, speed, and resilience—even as the risks for workers, suppliers, and service sectors mount.

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Commodities

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June 19

A Hard Reset: Diamond Market Finds Its Floor, but Looming Supply Crunch Sets Up a Wild 2025–2029

A Hard Reset: Diamond Market Finds Its Floor, but Looming Supply Crunch Sets Up a Wild 2025–2029

After years in the dumps, the diamond market has (finally) bottomed, says UBS—but looming supply deficits, lab-grown disruption, and shifting consumer tastes mean the story is just getting interesting. Here’s what every trader, luxury analyst, and industrial strategist needs to know.

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Commodities

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June 19

Iron Ore’s Warning: China’s Slowdown Is Sending Shockwaves Through Global Metals

Iron Ore’s Warning: China’s Slowdown Is Sending Shockwaves Through Global Metals

Iron ore prices just hit a 9-month low, with Citi and Goldman slashing targets. What’s behind the drop? China’s steel and property market malaise is a red flag for global demand and a test for anyone betting on a quick industrial rebound.

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Global

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June 18

Red Lines and Blackouts: Trump, Iran, and the Next Middle East Shock to Global Markets

Red Lines and Blackouts: Trump, Iran, and the Next Middle East Shock to Global Markets

As rumors swirl about imminent U.S. or Israeli strikes on Iran, the world is bracing for the economic and geopolitical fallout. This is not just another flashpoint—it’s a test of how war, energy, and data control can redraw the global commodities map overnight.