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Sunday, 23 August 2026

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China: Prolonged stagnation path – Commerzbank

Commerzbank’s Dr. Henry Hao argues China’s housing downturn, now in its fifth year, is settling into an L-shaped stagnation with a pronounced K-shaped regional divergence. The report highlights persistent weakness in de…

Euro slides as Waller warning, Iran strikes lift US Dollar

The shared currency begins the week on a lower note, down 0.31% as risk aversion fueled flows towards the US Dollar amid heightened tensions in the Middle East. Also, hawkish comments by a Fed official underpinned US Tr…

The Arrogance of the Modern

It is the quiet assumption that because we possess more information, faster communication, and increasingly advanced technology, we must therefore be less vulnerable to the same emotional and collective mistakes that sh…

Iranian missiles hit two UAE tankers in Hormuz — Reuters

The United Arab Emirates (UAE) Ministry of Defence said that two UAE national tankers, the Mombasa and Al Bahiyah, were targeted by two Iranian cruise missiles in the southern lane of the Strait of Hormuz, in Omani terr…

Taiwan: AI cycle and 2H outlook – DBS

DBS Group Research, led by Ma Tieying, assesses Taiwan’s AI-driven expansion and its implications for the 2H26 outlook. The bank notes that AI remains central for Taiwan’s technology-oriented economy and that the AI sup…