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21 stories for“Iran”
A potential war is the wrong frame. Fighting began on 28 February and the strait closed on 4 March. The economic damage is real and measurable, and it is far smaller than the forecasts issued in the first month, for reasons worth understanding.
Aug 22, 2026
A war that closed the Strait of Hormuz and hit every GCC state should have broken the region's economics. Reserves and diversification kept it standing.
Jul 16, 2026
Shipping, insurance and construction costs are all higher because of the Iran conflict. Saudi Arabia and the UAE are pressing ahead with project awards anyway, and the reasoning is deliberate.
Aug 4, 2026
Houthi claims against two Saudi tankers have exposed the weakness in plans to bypass Hormuz, sending Brent higher as two vital shipping routes face risk.
Jul 23, 2026
Note the direction. Markets are not arguing about how fast the Federal Reserve cuts. They are pricing the probability that it raises, and gold has just had its best month since January.
Aug 21, 2026
Citi, Goldman, Deutsche, HSBC and Societe Generale have published year-end gold targets a third apart from one another. The spread is not sloppiness. It is an argument about what gold is for.
Aug 18, 2026
Long government borrowing costs are at multi-decade highs across the United States, Germany, France and Japan. The cause is not central bank policy. It is the sheer volume of debt being issued, and some of it is paying for data centres.
Aug 18, 2026
