https://wealthinquestion.com A free weekly report on markets, macroeconomics, geopolitics, and energy. New issue every Sunday. en https://wealthinquestion.com/reports/issue-004.html https://wealthinquestion.com/reports/issue-004.html Sun, 26 Jul 2026 07:00:00 +0200 Brent crossed $100 for the first time in this conflict and Hormuz never closed. Plus: Europe picks a strange moment to grow while its gas storage runs fifteen points light, the producer price wedge nobody wants to discuss, and a benchmark index moved by two stocks. https://wealthinquestion.com/reports/special-repo.html https://wealthinquestion.com/reports/special-repo.html Sun, 26 Jul 2026 12:00:00 +0200 Around 12.6 trillion dollars of secured lending is arranged every business day, overnight, mostly against Treasuries. How the repo market works, the two ways it jams, and why the Fed turned an emergency facility into permanent furniture. https://wealthinquestion.com/reports/issue-003.html https://wealthinquestion.com/reports/issue-003.html Sun, 19 Jul 2026 07:00:00 +0200 US strikes on Iran hit a sixth night, Iran fired back at Gulf bases and Kuwait's power and water, and Brent jumped about 14%. Plus: June's disappearing disinflation, Wall Street's volatility dividend, and a Washington sponsor for the war on Russian oil. https://wealthinquestion.com/reports/special-sanctions.html https://wealthinquestion.com/reports/special-sanctions.html Sat, 19 Jul 2026 12:00:00 +0200 No troops, no tariffs. A name goes on a list in Washington and a firm on the other side of the world can no longer get paid. A field guide to the plumbing of financial sanctions: OFAC, dollar clearing, SWIFT, and frozen reserves. https://wealthinquestion.com/reports/issue-002.html https://wealthinquestion.com/reports/issue-002.html Sun, 12 Jul 2026 07:00:00 +0200 Last week markets priced peace with Iran. This week ships burned in Hormuz, oil jumped 5%, and stocks barely moved. Plus: OPEC+ pumping into a war, a split Fed meets a trillion-dollar chip wobble, and Ukraine strikes Russia's largest refinery. https://wealthinquestion.com/reports/special-gold.html https://wealthinquestion.com/reports/special-gold.html Sat, 11 Jul 2026 12:00:00 +0200 The most conservative institutions on earth are stockpiling an asset that pays nothing. What changed in 2022, and what it says about trust in the financial system. https://wealthinquestion.com/reports/issue-001.html https://wealthinquestion.com/reports/issue-001.html Sun, 05 Jul 2026 07:00:00 +0200 Markets have already decided the Iran war is over. The negotiators in Doha haven't. Plus: America's strange jobs report, the ECB's quiet vindication, and a dangerous week in Ukraine. https://wealthinquestion.com/reports/special-chokepoints.html https://wealthinquestion.com/reports/special-chokepoints.html Fri, 03 Jul 2026 12:00:00 +0200 Most of the world economy fits through five narrow stretches of water. Why they matter to prices, and why markets keep being surprised by them.