The World This Week: May 4 – 10, 2026

The World This Week: May 4 – 10, 2026

Summary Three simultaneous military conflicts — US-Iran, Russia-Ukraine, and the simmering aftermath of last year’s India-Pakistan war — dominated the week, while the global economy absorbed the knock-on effects of sustained instability. Peace talks are active...
S&P 500 on Track for Best Earnings Season Since 2021

S&P 500 on Track for Best Earnings Season Since 2021

Summary Last week delivered the clearest signal yet that Corporate America has absorbed the macro headwinds and come out stronger. With 89% of S&P 500 companies now reported, Q1 2026 is shaping up to be the most impressive earnings season in nearly five years —...
The West’s Supply Chain Problem Isn’t China

The West’s Supply Chain Problem Isn’t China

Summary Western economies are structurally dependent on BRICS nations and the broader Global South for critical minerals, manufactured goods, agricultural commodities, labour, and technology components. The dependency was built deliberately, over decades, in pursuit...
The EV Race Is Already Over in One Region

The EV Race Is Already Over in One Region

Summary China has built an insurmountable battery cost advantage. The US is weaponising industrial policy. Europe is caught between protecting its automakers and embracing cheap Chinese cars. The global electric vehicle race is no longer about who invented the...
Hantavirus Is Back in the Headlines.

Hantavirus Is Back in the Headlines.

Summary Three deaths linked to a Dutch cruise ship have put hantavirus on the front pages for the first time in decades. The outbreak, traced to the Andes strain circulating in Argentina, is serious but the global risk remains low. What receives far less attention:...