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Energy Security: The Sovereignty Question
Nuclear is back, climate has been demoted, and the world is split on what comes next.
May 2
•
Céline Bteish
17
3
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Discussions
Debt Without End
Why global public debt stopped being countercyclical and became permanent
Apr 25
•
Céline Bteish
20
3
No Buffers, No Problem?
The import side of oil: a macro look at MENA's Emerging Markets
Apr 18
•
Céline Bteish
11
1
Boom, Shock, Reset
A macro look at the GCC economies after the war
Apr 11
•
Céline Bteish
and
Hamzeh Al Gaaod
22
1
3
The Alliance Stress Test: A Distance Matrix
Q1 2026: the distances are set. What comes next is the question
Apr 4
•
Céline Bteish
14
2
1
A Slow Crack in a $2 Trillion Market
Private credit’s stability is being tested by AI-driven disruption
Mar 28
•
Céline Bteish
15
2
2
The War Has Entered the Global Economy
Physical shortages, chokepoints, and a system under strain.
Mar 21
•
Céline Bteish
21
1
1
The War Inside the War
Iran doesn't need to win. It just needs to keep this war painful enough for its adversaries
Mar 14
•
Céline Bteish
19
1
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World Debriefed
I write a weekly newsletter to make sense of a chaotic world, mostly geopolitics & the global economy.
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