GEO-ECON · PODIUM VS PRINT Chart
The IEA's statement is accurate. The arithmetic is simply less comforting than the adjectives.
Geo-economics · 2 min · Read the piece →
MONEY · DESK NOTE Chart
Euro-area inflation is 3.8%. The deposit rate is 2.5%. That gap is not negligence. It is a bet that wages stay calm.
Money, FX & Committees · 2 min · Read the piece →
ORDINARY · DESK NOTE Chart
Inflation is 3.8% on average. Nobody lives on the average. Which pipe comes into your house decides your year.
Ordinary & Inherited Life · 2 min · Read the piece →
SECURITY · DESK NOTE
Escorted transits are up, attacks are up, and both are true at once. The strait has become an operations problem, and operations can be counted.
Security & Order · 2 min · Read the piece →
MARKETS · DESK NOTE Chart
Thursday's headline said plus 0.33%. The equal-weighted index said plus 1.36%. The difference is where the money went.
Markets & Macro · 2 min · Read the piece →
TECH · DESK NOTE
TSMC posted a sixth straight record quarter. The same week, the market asked who pays for the buildings the chips go into.
Tech & Compute · 2 min · Read the piece →
POLITICS · DESK NOTE
EU leaders want a seven-year budget by Christmas and short-term help on energy. The conclusions say which of those is a date and which is a hope.
Politics & Institutions · 2 min · Read the piece →
PSYCHOLOGY · DESK NOTE
Seoul halted trading on Thursday and bounced on Friday. The halt did its job: it bought minutes. Different people used them.
Psychology & Behaviour · 2 min · Read the piece →
HEALTH · DESK NOTE
WHO says lead exposure contributes to more than 3.5 million deaths a year. Nothing about it is new, which is the point.
Health & Care · 2 min · Read the piece →
CLIMATE · DESK NOTE
Copernicus says September was the second-warmest on record and the El Niño ocean region hit an all-time high. The bill travels by barge, harvest and insurer.
Climate & Weather · 2 min · Read the piece →