Week 14 — Trump's Tuesday ultimatum to Iran is the story
Week ending 2026-04-03
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Week 13 — The Strait of Hormuz crisis is now the defining macro event of 2026
Week ending 2026-03-27
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Week 12 — The Iran war is now the dominant variable in every asset class
Week ending 2026-03-20
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Week 11 — The Iran war is no longer a tail risk — it is the macro regime
Week ending 2026-03-13
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Week 10 — Stagflation Shock
Week ending 2026-03-06
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Week 09 — Operation Epic Fury
Week ending February 27, 2026
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Week 08 — Collision Course
Week ending 2026-02-20
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Week 07 — The AI Reckoning
Week ending Feb 13, 2026
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Week 06 — The Great Rotation
Week ending Feb 6, 2026
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