by Touch Stone Publishers | Mar 18, 2026
Wartime Stagflation Vise Macro Trend The global macroeconomic framework that guided capital allocation into 2026 has been decisively invalidated. The Federal Reserve’s March 18 policy meeting represents the formal acknowledgment of a new regime, as central...
by Touch Stone Publishers | Mar 16, 2026
Hormuz Reckoning: The Largest Oil Shock in History Forces a Central Bank Crisis The effective closure of the Strait of Hormuz has created the most severe energy supply disruption in market history, pushing Brent crude above $106 a barrel and forcing seven major...
