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Home
World News
Our Story
Our Ethos
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Get In Touch
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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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Dubai Property Cycles: From 2008 Bust to 2026 Late‑Cycle Peak
Macro & Geopolitics, United Arab Emirates, Housing & Property, Dubai Defoes 3/25/26 Macro & Geopolitics, United Arab Emirates, Housing & Property, Dubai Defoes 3/25/26

Dubai Property Cycles: From 2008 Bust to 2026 Late‑Cycle Peak

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Dubai Defence 2026: Three-Decade Build Leaves Emirate Battle-Ready
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

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Spanish Property 2026: National Market Stretched, Local Valuations Vary Sharply
Macro & Geopolitics, Spain → Housing & Property Defoes 3/25/26 Macro & Geopolitics, Spain → Housing & Property Defoes 3/25/26

Spanish Property 2026: National Market Stretched, Local Valuations Vary Sharply

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CBDCs and Instant Payments: Accelerating Digital Money
Macro & Geopolitics, Money, Banking & Payments Defoes 3/25/26 Macro & Geopolitics, Money, Banking & Payments Defoes 3/25/26

CBDCs and Instant Payments: Accelerating Digital Money

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War on Cash:  Faster Payments, Deeper Risks for Inclusion
Macro & Geopolitics, Money, Banking & Payments, Financial Inclusion & Payment Systems Defoes 3/25/26 Macro & Geopolitics, Money, Banking & Payments, Financial Inclusion & Payment Systems Defoes 3/25/26

War on Cash: Faster Payments, Deeper Risks for Inclusion

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Yen 2026: From Ultra‑Weak Levels Toward Gradual Strength as BoJ Shifts
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

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UK Pound 2026: Modest Upside, Political and Policy Risks Persist
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

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US Dollar 2026: Post‑Peak Cycle, Softening Trend, Dominance Intact
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

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New York Property 2026: Prime Strength, Rental Pressure, Financing Turns Critical
Macro & Geopolitics, United States, Housing & Property, New York Defoes 3/25/26 Macro & Geopolitics, United States, Housing & Property, New York Defoes 3/25/26

New York Property 2026: Prime Strength, Rental Pressure, Financing Turns Critical

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London Property 2026: Slow Reset, Quality and Location Drive Returns
Macro & Geopolitics, United Kingdom, Housing & Property, London Defoes 3/25/26 Macro & Geopolitics, United Kingdom, Housing & Property, London Defoes 3/25/26

London Property 2026: Slow Reset, Quality and Location Drive Returns

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Global Property Outlook 2026: Selective Recovery in a Higher‑Rate World
Macro & Geopolitics, Global Views, Housing & Property Defoes 3/25/26 Macro & Geopolitics, Global Views, Housing & Property Defoes 3/25/26

Global Property Outlook 2026: Selective Recovery in a Higher‑Rate World

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Eurozone 2026: Low Growth, Near‑Target Inflation, Policy Support in Focus
Macro & Geopolitics, Regional Views, Eurozone & Europe Defoes 3/25/26 Macro & Geopolitics, Regional Views, Eurozone & Europe Defoes 3/25/26

Eurozone 2026: Low Growth, Near‑Target Inflation, Policy Support in Focus

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Trump-Era Policies: How Trade, Taxes and Deficits Move Global Markets
Macro & Geopolitics, United States, Trade & Markets Defoes 3/25/26 Macro & Geopolitics, United States, Trade & Markets Defoes 3/25/26

Trump-Era Policies: How Trade, Taxes and Deficits Move Global Markets

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Trump’s Two Presidencies: How His Rise Reshaped U.S. Political Power
Macro & Geopolitics, United States, Politics & Power Defoes 3/25/26 Macro & Geopolitics, United States, Politics & Power Defoes 3/25/26

Trump’s Two Presidencies: How His Rise Reshaped U.S. Political Power

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Shanghai Composite 2026: Policy‑Backed Rally Meets Slower Growth, Persistent Structural Risks
Macro & Geopolitics, China, Equities & Macro Defoes 3/25/26 Macro & Geopolitics, China, Equities & Macro Defoes 3/25/26

Shanghai Composite 2026: Policy‑Backed Rally Meets Slower Growth, Persistent Structural Risks

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FTSE 100 in 2026: Record Highs, Earnings Power, Global Cyclicals Risk
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

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The World’s Most Valuable Brands in 2026: What Investors Should Know
Macro & Geopolitics, Global Views, Tech & Equity Markets Defoes 3/25/26 Macro & Geopolitics, Global Views, Tech & Equity Markets Defoes 3/25/26

The World’s Most Valuable Brands in 2026: What Investors Should Know

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Geothermal, Solar, Wind: How Different Renewables Really Behave for Investors
Macro & Geopolitics, Climate, Energy & Markets Defoes 3/25/26 Macro & Geopolitics, Climate, Energy & Markets Defoes 3/25/26

Geothermal, Solar, Wind: How Different Renewables Really Behave for Investors

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