The Archive
Every issue of Wealth in Question: geopolitical analysis, financial scrutiny, and macro-economic context, organized for the curious reader.
Week of 13 September 20261 report
The ECB Hikes to 2.50% and the Fed Runs Out of Room
Reading time5 mins
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Week of 6 September 20261 report
The US Strikes Iran's Tankers and Inflation Reaccelerates
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Week of 30 August 20261 report
Nvidia Guides to $108 Billion and the Fed Chair Calls It Inflation
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Week of 23 August 20264 reports
Washington Crosses $40 Trillion and Bids for Its Own Bonds
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The Trade War That Left Out the Oil
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The Yuan Hits 6.72 and Beijing Fixes Against It
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The Fed Lends the World Dollars. Five Central Banks Never Have to Ask.
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Week of 16 August 20263 reports
The Consumer Quits, The Market Buys
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The Bond Market Writes France's 2027 Budget
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Veldhoven Builds the Machine. Washington Decides Who Gets One.
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Week of 9 August 20264 reports
The Referee Walks In
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Zambia Votes on Its Own Restructuring
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The Central Bank That Won't Get the Memo
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Three Firms Rate the World's Debt. The Borrower Pays Them.
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Week of 2 August 20263 reports
The Price of a Phone Call
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The Yen Rescue That Spared the Dollar
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The Underwriters Closed Hormuz Before the Missiles Did
Reading time6 min read
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Week of 26 July 20267 reports
The Side Doors
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The Data Turned, the Yields Did Not
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The Hold That Depends on Hormuz
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The Scaffolding Comes Down in August
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The Index That Was Two Companies
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The RBI Defends 96.90 With Reserves, Not Rates
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Repo: The $12 Trillion Loan Renewed Every Morning
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Week of 19 July 20265 reports
The War Reaches the Cushion
Reading time5 mins
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Growth Arrives at the Wrong Moment
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The Pause the ECB Earned
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The Reward for Standing Still
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How Sanctions Actually Move Money
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Week of 12 July 20264 reports
The Market That Refused to Panic
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Higher for Longer Meets Weaker for Longer
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The Continent That Got Its Wish
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The Tightrope Gets Thinner
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Week of 5 July 20264 reports
The Price of a Quieter Gulf
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Why Central Banks Are Buying Gold Again
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Who Actually Buys All This Government Debt?
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Chokepoints: The Geography Markets Keep Forgetting
Reading time5 mins
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