01 · GEOPOLITICAL RISK The Hormuz Chokepoint: The Variable That Governs Everything The single most consequential fact in this issue of Barron's is not a stock call or earnings result — it is that the Strait of Hormuz remains effectively closed. Everything else radiates outward from that fact.

MACROECONOMIC BACKDROP What Does the War in Iran Mean for Global Fixed Income Markets? MacKay Shields opens its Q2 2026 outlook with a sober assessment: the war in Iran has fundamentally altered the macro landscape without, as yet, triggering a systemic crisis. The conflict has disrupted flows throu

The Italian PM’s response to Israel’s genocidal war on Gaza reflects not moral conviction, but political calculation.

US president says EU ‘not complying’ with current trade deal, launches new tariffs to begin next week.

WASHINGTON (AP) — President Donald Trump said on Friday that he will increase

Most of the companies involved in the rare earth business are private, state-controlled or very small

This is not a technology story. It is a multi-trillion-dollar capital cycle — and the opportunity extends far beyond the Magnificent Seven.

This chart shows the total notional value of different financial derivative products globally.

This chart shows current and former OPEC members by 2024 oil production.