No Safe Harbor

Published on October 27, 2026

The Middle Eastern waters might be calm enough to allow for energy shipments to recover toward pre-war levels, but Asia-Pacific (APAC) economies are not yet in calm waters. Tight petroleum product supplies and higher shipping costs leave the region vulnerable to further shocks.

Continue reading on website
Other news

Keynes Is Still with Us

October 27, 2026
Keynes’ influence is still very much alive. As one point of evidence, Robert Hall of Stanford University and Michael Woodford of Columbia University, champions of what is now known as “The New Keynesian Theory,” were recognized with this year’s Nobel Prize in Economics.

AI Wobbles. Treasuries Step Up.

October 27, 2026
Rick Polsinello, Christian Galipeau Discuss high-conviction insights that go beyond media headlines.