A quick recap of the SCOTUS immigration decisions
After two weeks, our last August 2026 edition of Just the Numbers!
Nuance Matters
Bringing perspective and insight to geopolitics, climate change, global energy markets, and other international political and economic situations that matter.
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A quiet August inflation report is just what the Fed Chair ordered
Plus: Are we in our current predicament because some egg executives colluded?
Some updates on trade/tariffs (Aug 2026 edition)
Trump is rebuilding his tariff wall while China continues to dominate global trade.
Trump's attempt to monetize his Truths
The latest instance of Trump using his position in the Oval Office for personal gain.
The job market is stuck in neutral
But the Fed is more concerned with inflation than unemployment right now.
That trip to Japan just got a bit more expensive
Whether or not that remains the case will come down to the Bank of Japan and the wider geo-economic landscape.
Does a quieter Fed portend a more volatile market?
Or is Warsh just doing whatever he can to avoid an interest rate hike, which would annoy his boss in the White House?
The Iran War and oil, Aug 5 edition
Assessing where things stand after over five months of war.
How are investors responding to Q2 earnings?
After Nuance Matters spent early July focused on the World Cup, Just the Numbers makes it triumphant return!
Vietnam: To Lam, Blazing Furnace, and 10% growth
A brief post script on Vietnam's domestic situation, and the prospect of the dreaded 'middle-income trap'