EPISODE 132 · PUBLISHED TODAY
Where insight meets opportunity.
Independent market and macro analysis.
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What America's 23-Year Iraq War Really Cost
On Wednesday 30 September 2026, the US military announced that the last American troops had left Iraq. Iraqi Prime Minister Ali al-Zaidi presided over the handover…
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Why a Diesel Export Ban Could Raise Gas Prices
In late September 2026, Politico reported that the White House was preparing a plan to halt US diesel exports for 90 days. The trigger was straightforward: diesel…

Xi's State Visit and the November 10 Deadline
Xi Jinping lands in Washington today. China's foreign ministry confirmed on September 21 that the Chinese president will pay a state visit to the United States from…

Central Banks Are Tightening Together Again
On September 19, 2026, the Bank of Japan raised its short-term policy rate by 25 basis points, taking it from 1.00% to 1.25%. That is the highest Japanese policy…
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