Calm. Methodical. Evidence-Based.

Oil is staying expensive mainly because war risk has constrained flows through the Strait of Hormuz—not because Goldman “knows” prices will stay above $100, but because it’s warning what could happen if disruption persists into 2027.

Economy

Mar 20, 2026

A widening military campaign is making U.S. economic stability contingent on executive war choices, with oil chokepoints and taxpayer exposure translating foreign escalation into domestic vulnerability.

Economy

Mar 5, 2026

A marquee Wall Street assessment punctures AI’s domestic-growth narrative, exposing how a trillion-dollar investment wave may be boosting foreign GDP while leaving US output largely unchanged.

Economy