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Sweden joins NATO, thwarting Moscows attempts to fracture the West.

Energy demand is at a global high, OPEC+ has wildly cut production, and 20% of the supply is under sanctions - so what's up with oil prices?

What are we to make of the Wagner mutiny? Why do we even care?

China's economy has peaked, what are the take-aways for the US and it's industrial policy?

What will happen with a US default? Hard to say, but some of the damage is already done.

Decoupling of the Russian economy won't do more to global markets that it already has. Decoupling of China will be miserable.

The new deal between Saudi Arabia and Iran will bring stability to the region, but won't do long term energy security and prices any good.

Banking scares go both ways - as deposits and credit disappears. The panic was the sound of something breaking.

After a strong start to the year, investors are hopeful for a rousing 2023. Beware of desperate exuberance.