Macro & Geopolitics, United Arab Emirates, Defence & Security Defoes 3/25/26 Macro & Geopolitics, United Arab Emirates, Defence & Security Defoes 3/25/26 Dubai Defence 2026: Three-Decade Build Leaves Emirate Battle-Ready Read More Macro & Geopolitics, FX & Rates, Japan & the Yen Defoes 3/25/26 Macro & Geopolitics, FX & Rates, Japan & the Yen Defoes 3/25/26 Yen 2026: From Ultra‑Weak Levels Toward Gradual Strength as BoJ Shifts Read More Macro & Geopolitics, FX & Rates, UK & the Pound Defoes 3/25/26 Macro & Geopolitics, FX & Rates, UK & the Pound Defoes 3/25/26 UK Pound 2026: Modest Upside, Political and Policy Risks Persist Read More Macro & Geopolitics, FX & Rates, US Dollar & Global FX Defoes 3/25/26 Macro & Geopolitics, FX & Rates, US Dollar & Global FX Defoes 3/25/26 US Dollar 2026: Post‑Peak Cycle, Softening Trend, Dominance Intact Read More Macro & Geopolitics, United Kingdom, Equities & FTSE 100 Defoes 3/25/26 Macro & Geopolitics, United Kingdom, Equities & FTSE 100 Defoes 3/25/26 FTSE 100 in 2026: Record Highs, Earnings Power, Global Cyclicals Risk Read More Macro & Geopolitics, Equities & S&P 500, United States Defoes 3/25/26 Macro & Geopolitics, Equities & S&P 500, United States Defoes 3/25/26 S&P 500’s 2026 Outlook: High Valuations, Profits Must Now Deliver Read More 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 Read More 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 Read More Macro & Geopolitics, Digital Assets, Crypto & Tokenization Defoes 3/24/26 Macro & Geopolitics, Digital Assets, Crypto & Tokenization Defoes 3/24/26 Digital Assets Evolve: Regulation Rises, Inflows Stay Strong, Selectivity Intensifies Read More Macro & Geopolitics, Commodities, Gold, Silver & Hard Assets Defoes 3/23/26 Macro & Geopolitics, Commodities, Gold, Silver & Hard Assets Defoes 3/23/26 Is Silver Poised to Become the New Gold Over the Next Decade? Read More Macro & Geopolitics, Digital Assets, Crypto & Tokenization Defoes 3/23/26 Macro & Geopolitics, Digital Assets, Crypto & Tokenization Defoes 3/23/26 Bitcoin: Are We Experiencing a Cycle Rotation? Read More Macro & Geopolitics, Commodities, Gold & Hard Assets Defoes 3/23/26 Macro & Geopolitics, Commodities, Gold & Hard Assets Defoes 3/23/26 Is Gold Just Getting Started, or Has it Already Peaked? Read More Macro & Geopolitics, United Arab Emirates, Housing & Property, Dubai Defoes 3/22/26 Macro & Geopolitics, United Arab Emirates, Housing & Property, Dubai Defoes 3/22/26 Dubai Property Cycles: From 2008 Bust to 2026 Late‑Cycle Peak Read More Macro & Geopolitics, China, Equities & Macro Defoes 3/21/26 Macro & Geopolitics, China, Equities & Macro Defoes 3/21/26 Shanghai Composite 2026: Policy‑Backed Rally Meets Slower Growth, Persistent Structural Risks Read More Macro & Geopolitics, United States, Housing & Property, New York Defoes 3/20/26 Macro & Geopolitics, United States, Housing & Property, New York Defoes 3/20/26 New York Property 2026: Prime Strength, Rental Pressure, Financing Turns Critical Read More Macro & Geopolitics, Global Views, Housing & Property Defoes 3/19/26 Macro & Geopolitics, Global Views, Housing & Property Defoes 3/19/26 Global Property Outlook 2026: Selective Recovery in a Higher‑Rate World Read More Macro & Geopolitics, United Kingdom, Housing & Property, London Defoes 3/18/26 Macro & Geopolitics, United Kingdom, Housing & Property, London Defoes 3/18/26 London Property 2026: Slow Reset, Quality and Location Drive Returns Read More Macro & Geopolitics, Climate, Energy & Markets Defoes 3/17/26 Macro & Geopolitics, Climate, Energy & Markets Defoes 3/17/26 Geothermal, Solar, Wind: How Different Renewables Really Behave for Investors Read More Macro & Geopolitics, Global Views, Tech & Equity Markets Defoes 3/16/26 Macro & Geopolitics, Global Views, Tech & Equity Markets Defoes 3/16/26 The World’s Most Valuable Brands in 2026: What Investors Should Know Read More Macro & Geopolitics, Money, Banking & Payments Defoes 3/15/26 Macro & Geopolitics, Money, Banking & Payments Defoes 3/15/26 CBDCs and Instant Payments: Accelerating Digital Money Read More Newer Posts Older Posts
Macro & Geopolitics, United Arab Emirates, Defence & Security Defoes 3/25/26 Macro & Geopolitics, United Arab Emirates, Defence & Security Defoes 3/25/26 Dubai Defence 2026: Three-Decade Build Leaves Emirate Battle-Ready Read More
Macro & Geopolitics, FX & Rates, Japan & the Yen Defoes 3/25/26 Macro & Geopolitics, FX & Rates, Japan & the Yen Defoes 3/25/26 Yen 2026: From Ultra‑Weak Levels Toward Gradual Strength as BoJ Shifts Read More
Macro & Geopolitics, FX & Rates, UK & the Pound Defoes 3/25/26 Macro & Geopolitics, FX & Rates, UK & the Pound Defoes 3/25/26 UK Pound 2026: Modest Upside, Political and Policy Risks Persist Read More
Macro & Geopolitics, FX & Rates, US Dollar & Global FX Defoes 3/25/26 Macro & Geopolitics, FX & Rates, US Dollar & Global FX Defoes 3/25/26 US Dollar 2026: Post‑Peak Cycle, Softening Trend, Dominance Intact Read More
Macro & Geopolitics, United Kingdom, Equities & FTSE 100 Defoes 3/25/26 Macro & Geopolitics, United Kingdom, Equities & FTSE 100 Defoes 3/25/26 FTSE 100 in 2026: Record Highs, Earnings Power, Global Cyclicals Risk Read More
Macro & Geopolitics, Equities & S&P 500, United States Defoes 3/25/26 Macro & Geopolitics, Equities & S&P 500, United States Defoes 3/25/26 S&P 500’s 2026 Outlook: High Valuations, Profits Must Now Deliver Read More
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 Read More
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 Read More
Macro & Geopolitics, Digital Assets, Crypto & Tokenization Defoes 3/24/26 Macro & Geopolitics, Digital Assets, Crypto & Tokenization Defoes 3/24/26 Digital Assets Evolve: Regulation Rises, Inflows Stay Strong, Selectivity Intensifies Read More
Macro & Geopolitics, Commodities, Gold, Silver & Hard Assets Defoes 3/23/26 Macro & Geopolitics, Commodities, Gold, Silver & Hard Assets Defoes 3/23/26 Is Silver Poised to Become the New Gold Over the Next Decade? Read More
Macro & Geopolitics, Digital Assets, Crypto & Tokenization Defoes 3/23/26 Macro & Geopolitics, Digital Assets, Crypto & Tokenization Defoes 3/23/26 Bitcoin: Are We Experiencing a Cycle Rotation? Read More
Macro & Geopolitics, Commodities, Gold & Hard Assets Defoes 3/23/26 Macro & Geopolitics, Commodities, Gold & Hard Assets Defoes 3/23/26 Is Gold Just Getting Started, or Has it Already Peaked? Read More
Macro & Geopolitics, United Arab Emirates, Housing & Property, Dubai Defoes 3/22/26 Macro & Geopolitics, United Arab Emirates, Housing & Property, Dubai Defoes 3/22/26 Dubai Property Cycles: From 2008 Bust to 2026 Late‑Cycle Peak Read More
Macro & Geopolitics, China, Equities & Macro Defoes 3/21/26 Macro & Geopolitics, China, Equities & Macro Defoes 3/21/26 Shanghai Composite 2026: Policy‑Backed Rally Meets Slower Growth, Persistent Structural Risks Read More
Macro & Geopolitics, United States, Housing & Property, New York Defoes 3/20/26 Macro & Geopolitics, United States, Housing & Property, New York Defoes 3/20/26 New York Property 2026: Prime Strength, Rental Pressure, Financing Turns Critical Read More
Macro & Geopolitics, Global Views, Housing & Property Defoes 3/19/26 Macro & Geopolitics, Global Views, Housing & Property Defoes 3/19/26 Global Property Outlook 2026: Selective Recovery in a Higher‑Rate World Read More
Macro & Geopolitics, United Kingdom, Housing & Property, London Defoes 3/18/26 Macro & Geopolitics, United Kingdom, Housing & Property, London Defoes 3/18/26 London Property 2026: Slow Reset, Quality and Location Drive Returns Read More
Macro & Geopolitics, Climate, Energy & Markets Defoes 3/17/26 Macro & Geopolitics, Climate, Energy & Markets Defoes 3/17/26 Geothermal, Solar, Wind: How Different Renewables Really Behave for Investors Read More
Macro & Geopolitics, Global Views, Tech & Equity Markets Defoes 3/16/26 Macro & Geopolitics, Global Views, Tech & Equity Markets Defoes 3/16/26 The World’s Most Valuable Brands in 2026: What Investors Should Know Read More
Macro & Geopolitics, Money, Banking & Payments Defoes 3/15/26 Macro & Geopolitics, Money, Banking & Payments Defoes 3/15/26 CBDCs and Instant Payments: Accelerating Digital Money Read More
