Daily Management Review
Economics

Hormuz Traffic Collapse Reveals the Wider Cost of a Middle East Regional War

The sharp decline in commercial traffic through the Strait of Hormuz is becoming one of the clearest indicators of how deeply the Middle East conflict has disrupted the global energy system. Only a small number of commodity vessels crossed the waterway over the latest weekend, compared with more...

Inflation Pressure Pushes US Fed Towards a Less Predictable Rate Path

The Federal Reserve has entered a more difficult phase of monetary policy, where restoring control over inflation increasingly requires it to accept greater uncertainty for financial markets. Its latest decision to raise the federal funds rate by a quarter percentage point to a range of 3.75...

US Treasury Yields Rise, Raising Borrowing Costs Across the US Economy

The rise in the United States 10 year Treasury yield to around 5 percent is more significant than the headline number suggests. The yield is not simply a return earned by investors who buy government debt. It is one of the most important reference points for borrowing costs across the American...

China’s Technology Push Deepens the Divide Between Production and Consumption

China’s latest economic performance highlights a structural tension that is becoming increasingly important to its growth model: the country is becoming more capable of producing advanced goods, but its domestic economy is struggling to generate enough demand to absorb that capacity. The strength...

Exxon raises 2030 LNG sales forecast to 50 million tons per year

ExxonMobil Corp., located in the U.S., has increased its prediction for liquefied natural gas (LNG) sales, anticipating robust long-term demand in Asia and other regions, despite the ongoing Middle East conflict leading some countries to reassess their dependence on this fuel. Peter Clarke, Senior...

US Trade War Pushes Canada to Rebuild Its Investment Model

Prime Minister Mark Carney's effort to attract global investors to Canada reflects a deeper economic challenge than simply raising foreign investment. The country is trying to reduce the vulnerability created by its exceptionally close dependence on the United States at a time when tariffs, trade...

Gulf Energy Routes Are Losing Their Strategic Backup

The latest escalation around Saudi Arabia, Yemen and the Strait of Hormuz points to a deeper weakness in the Gulf energy system: alternative export routes are becoming vulnerable at the same time as the region's main maritime chokepoint remains under pressure. The postponement of planned regional...

IEA raises forecast for global oil supply drop in 2026 to 5.7 million bpd

According to analysts at the International Energy Agency (IEA), global oil supplies in 2026 are expected to decrease by 5.7 million barrels per day (bpd) to 100.7 million bpd, as noted in the organization's latest monthly report. A month prior, they predicted a decline to 102 million bpd;...

Goldman Sachs, Citi, Barclays expect another ECB rate hike in December

Experts from Goldman Sachs, Citigroup, and Barclays predict that the European Central Bank (ECB) will increase key interest rates by 25 basis points in December to help return Eurozone inflation to the 2% goal. Furthermore, analysts at Citi predict an additional interest rate increase in March...

Global Power Constraints Driving Data Center Interest in Patagonia

The growing power requirements of artificial intelligence are prompting technology companies and infrastructure developers to examine an unlikely location for future data centers: Argentina's Patagonia. The region is not yet a major data-center hub, and most of the projects being discussed remain...
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