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Get In Touch
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Our Story
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Relief Rally Lifts Europe After March Shock
Markets, Equities, Europe Defoes 4/17/26 Markets, Equities, Europe Defoes 4/17/26

Relief Rally Lifts Europe After March Shock

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The State of the War: Heavy Fighting, Fragile Diplomacy
Macro & Geopolitics, Global Conflicts & Security Defoes 4/7/26 Macro & Geopolitics, Global Conflicts & Security Defoes 4/7/26

The State of the War: Heavy Fighting, Fragile Diplomacy

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Iran Regime Collapse: EM Credit Spreads Jump, Regional Risk Premia Surge
Macro & Geopolitics, Geopolitics & Markets, Middle East & EM Risk Defoes 3/25/26 Macro & Geopolitics, Geopolitics & Markets, Middle East & EM Risk Defoes 3/25/26

Iran Regime Collapse: EM Credit Spreads Jump, Regional Risk Premia Surge

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Iran Regime 2026: Under Extreme Strain, But Core Power Still Intact
Macro & Geopolitics, Geopolitics & Markets, Middle East & EM Risk Defoes 3/25/26 Macro & Geopolitics, Geopolitics & Markets, Middle East & EM Risk Defoes 3/25/26

Iran Regime 2026: Under Extreme Strain, But Core Power Still Intact

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Strait of Hormuz Crisis Sparks History’s Largest Global Oil Supply Shock
Macro & Geopolitics, Energy & Oil Defoes 3/25/26 Macro & Geopolitics, Energy & Oil Defoes 3/25/26

Strait of Hormuz Crisis Sparks History’s Largest Global Oil Supply Shock

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Historic Supply Shock Reshapes Oil Markets, Exposing Deep Geopolitical and Demand Divides
Macro & Geopolitics, Oil & Energy Defoes 3/25/26 Macro & Geopolitics, Oil & Energy Defoes 3/25/26

Historic Supply Shock Reshapes Oil Markets, Exposing Deep Geopolitical and Demand Divides

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