Topics & archive

Complete archive · 40 pieces

2026

1. 25 Oct Europe's gas price was 8.6 times America's, most since March 2022 Markets
2. 25 Oct Four staple crops last rose this much together in February 2021 Geopolitics & trade
3. 23 Oct Without computers, chips and fuel, US import prices rose 3.9% Macroeconomics & policy
4. 23 Oct In 18 days, the Bering Strait beat every earlier October Geopolitics & trade
5. 21 Oct TSMC shipped 9.6% more wafers. It took in 41.2% more dollars AI and compute
6. 19 Oct DAP is below its 2022 peak. Priced in wheat, it is above it Geopolitics & trade
7. 19 Oct The rupee gained 1.8% in a week. It is still weak The week
8. 19 Oct The 10-year rose 1.34 points. The real yield was 1.23 of them Macroeconomics & policy
9. 18 Oct Trump waived a 100% tariff on Russia's top oil and gas buyers. Rubio named India On the record
10. 17 Oct Euro-area inflation is 3.8%. Without energy, it is 2.3% Macroeconomics & policy
11. 17 Oct Copper is a record in real terms. Most base metals are not Markets
12. 16 Oct Bab el-Mandeb fell below its 2024 low. Suez did not. Geopolitics & trade
13. 14 Oct The surcharge ended in July. The deficit began widening in May. Macroeconomics & policy
14. 13 Oct A Stress Index of 80 is higher than any day of 2010–2019 Explainers
15. 13 Oct The rupee fell through a rate rise, then rose 1.4% in two fixings Markets
16. 12 Oct The Bosporus is 34% of the rise in route displacement. Hormuz, 3% Geopolitics & trade
17. 12 Oct Brent rose 10% in a week. In rupees it set a record The week
18. 11 Oct Brent rose 23% in a month. The Hormuz counts point both ways Markets
19. 11 Oct The Rhine at Kaub has spent 41 days below its 2018 record Geopolitics & trade
20. 19 Aug The index went calm the week oil went violent Macroeconomics & policy
21. 15 Aug Kerch now moves in a month what it once moved in a day Geopolitics & trade
22. 15 Aug The dollar is at its 24th percentile. The rupee is at its 97th. Markets
23. 14 Aug The surcharge ran 150 days. The deficit did not narrow. Macroeconomics & policy
24. 13 Aug China's share of US imports is back to its 2000 level. Geopolitics & trade
25. 13 Aug A tenth of chokepoint traffic is on a different route. Geopolitics & trade
26. 2 Aug Malacca peaked in January. The Red Sea never moved it. Geopolitics & trade
27. 2 Aug Brent is high. It is not extreme. Markets
28. 1 Aug The Kerch Strait broke 107 days before the invasion Geopolitics & trade
29. 31 Jul The Strait of Hormuz hit zero three times. It is still at 18%. Geopolitics & trade
30. 30 Jul The China discount reversed in dollars. In yuan it never did. Geopolitics & trade
31. 29 Jul Saudi Arabia entered the war. The index cannot see it yet. Geopolitics & trade
32. 29 Jul US imports didn't fall under tariffs. They changed address. Geopolitics & trade
33. 29 Jul The stress index reads Normal. Nothing inside it does. Macroeconomics & policy
34. 28 Jul The 30-year is not high. The last 19 years were low. Macroeconomics & policy
35. 28 Jul The rupee-oil link only appears once you remove the dollar Markets
36. 27 Jul Ukraine hit Iran-bound ships in the Caspian. Oil is up 22%. Geopolitics & trade
37. 27 Jul Chip output rose 4.8% last quarter. Chip prices fell 1.5%. Technology
38. 27 Jul A record June for chip output — but not a seven-month climb Technology
39. 27 Jul You cannot audit OpenAI's losses. You can audit the electricity bill. Technology
40. 27 Jul The US trade deficit widened $23bn in a month. The level isn't the story. Geopolitics & trade