What the Middle East Now Implies for the Global Economy, Markets
https://www.bloomberg.com/opinion/articles/2024-04-14/iran-attacks-israel-what-it-implies-for-global-economy-markets
They are relatively well-placed to handle the immediate uptick in the geopolitical risk premium. They are not well-placed to navigate further escalations that would involve more parties in a more significant manner.
After the Iran-Israel escalation, where does the global economy go next?
https://adamtooze.substack.com/p/chartbook-275-after-the-iran-israel
As supply chains shift away from China, others get their own economic miracles
https://www.scmp.com/opinion/china-opinion/article/3258778/supply-chains-shift-away-china-others-get-their-own-economic-miracles
How India’s imports of Russian oil have lubricated global markets
https://www.economist.com/asia/2024/04/11/how-indias-imports-of-russian-oil-have-lubricated-global-markets
https://www.bloomberg.com/opinion/articles/2024-04-14/iran-attacks-israel-what-it-implies-for-global-economy-markets
They are relatively well-placed to handle the immediate uptick in the geopolitical risk premium. They are not well-placed to navigate further escalations that would involve more parties in a more significant manner.
https://adamtooze.substack.com/p/chartbook-275-after-the-iran-israel
https://www.scmp.com/opinion/china-opinion/article/3258778/supply-chains-shift-away-china-others-get-their-own-economic-miracles
https://www.economist.com/asia/2024/04/11/how-indias-imports-of-russian-oil-have-lubricated-global-markets
US and India stoke hopes of global growth in 2024