British and Euroland construction PMI results

“We’ll Have to See What Happens”

August 6, 2026

Pick your cliche. Waiting for Godot. It ain’t over til the fat lady sings, or the Trumpian favorite that we’ll have to see what happens. Iran and Oman, which occupies the other side of the narrow Strait of Hormuz, are reportedly crafting an interim commitment to partially but not fully open the shipping passageway. Military […] More

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Softer Dollar, Bitcoin and Oil Price; Mixed Equity Moves; and Lower Sovereign Debt Yields

June 4, 2026

Middle Eastern geopolitics continues to impact financial market activity in multiple ways. There is the guessing game about when an enduring ceasefire and will be reached, which pivots with each ensuing pronouncement from officials or rumor/news scoop that hits the wires. Seemingly lost in this focus on the timing of a deal is the reality […] More

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