Economy
China Just Set Its Lowest Growth Target Since 1991. The Timing Is Not a Coincidence.
China set its lowest GDP target since 1991 at 4.5-5%. Investment fell for the first time in decades. The old growth model is breaking and Beijing knows it.
Economy
The Supreme Court Gave Congress Back the Power to Tax Imports. Nobody in Washington Is Ready for What Happens Next.
Section 122 tariffs expire July 24. Congress won't extend them. Section 301 takes months. The US faces a trade policy vacuum — in the middle of a war.
Economy
Day Four in Iran. Insurers Have Left the Strait. The Market Hasn’t Priced What Comes Next.
Day four of Operation Epic Fury. Tanker insurers pulled Gulf cover, VLCC rates hit record $423K/day, Brent surged to $85, and the Stoxx 600 lost 5.2%.
Economy
Europe Cut Off Russian Gas Just in Time for the Strait of Hormuz to Close
Europe banned Russian gas weeks before Hormuz closed and Qatar halted LNG. Storage at multi-year lows, prices surging, and no fallback in sight.
Economy
TotalEnergies Just Hit a Record. Europe’s Defense Rally Faded by Lunch.
TotalEnergies hits a 52-week high at €73 as Brent surges 8 percent on Iran war, while European defense stocks rally on €800 billion ReArm Europe spending and 260 percent gains since 2022.
Economy
Eight Countries Shut Their Skies and the World’s Busiest Air Corridor Just Went Dark
Joint US-Israeli strikes on Iran ground 3,200+ flights, shut airspace across eight countries, and knock Dubai, Doha and Abu Dhabi offline as EASA warns of prolonged disruption.
Economy
Nine Days After the Supreme Court Killed His Tariffs, Trump Is Stalling on Refunds and Rebuilding the Wall
DOJ seeks 4-month delay on $175B tariff refunds as 2,000+ lawsuits mount. EU votes March 4 on Turnberry deal. Section 122 clock ticks toward July.
Economy
Block Fires 4,000 Workers and Wall Street Loves It — But Klarna Already Tried This Playbook
Block cuts 4,000 jobs — 40% of staff — as Dorsey bets on AI tools. Shares surge 23%, but Klarna's failed AI-first experiment offers a warning.
