The Drill Extra – Israel strikes Iran
Morning. We have another round of Israeli strikes on Iran just as we have seen repeatedly since October 7th and the beginning of the Gaza...
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The Drill: The Commodity Doom-Loop into Liberation Day
President Trump very clearly lost his patience over the weekend and sharpened his rhetoric against Putin sharply (Iran too – more on that...
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The Drill: Approaching the End of the Tariff and Peace Trades?
Welcome to our weekly editorial on everything geopolitics- and commodities! We are approaching the “Liberation Day” on Apr 2 where we will...
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The Drill – The Big Tech Showdown
Xi’s Tech Summit: China’s Wake-Up Call: On Monday, February 17, Xi Jinping sat down with China’s tech elite in what looked like a serious course...
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The Drill – What will world peace mean for markets?
All across the world, people are worried about Donald Trump and the uncertainty he will bring to the global order. For macro investors...
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