Jun 10, 2026
The war's cost stopped being a forecast this morning: inflation crossed 4 percent as the ceasefire came apart on the same tape.
Jun 4, 2026
Markets priced the war's end; this week Tehran and Washington both said not yet, and the rally broke.
May 28, 2026
Markets closed at record highs on a deal the war had not signed; by morning the strikes had resumed.
May 20, 2026
When the bond market and the war compress at once, capital structure decisions stop waiting for the war to end.
May 13, 2026
What boards should do when the negotiating channel breaks and the operating environment splits into three binary scenarios.
May 6, 2026
What boards should read from a week in which last week's confident commitments each generated a cost signal, and from a Wednesday in which the cost itself is being repriced in real time.
Apr 29, 2026
What 2026 asks of boards when "between events" stops existing.
Apr 22, 2026
The convergence arrived. It did not converge. It compressed.
Apr 15, 2026
The ceasefire has not collapsed. It has transformed.
Apr 8, 2026
What the Two-Week Ceasefire Means and What It Does Not