Leon Hadar

The US-Iran MOU aims to restore shipping through Hormuz and buy time for negotiations over unresolved nuclear questions.

The US-Iran deal is foreign policy realism at work

The agreement, however incomplete, is about achieving what’s possible

The closure of the Strait of Hormuz triggered what the International Energy Agency characterised as the “largest supply disruption in the history of the global oil market”.
THE BOTTOM LINE

What the Iran-US peace deal means for businesses

The agreement offers real economic relief, but the hard work starts now – and companies should remain cautious

The housing crisis, wildfires, homelessness and fiscal pressures have not eased under Democratic governance.

California’s general election is revealing fault lines in the Democratic Party

Republican candidates’ successful showings in the state pose existential questions for the Democratic Party

More than half of Americans believe US President Donald Trump is using his office for personal gain, according to a poll.
THINKING ALOUD

Trump’s sliding approval ratings weigh on Republicans’ prospects in US midterms

The GOP could lose control of the House and Senate as voters sour on his presidency

The release of DeepSeek-R1 in January 2025 was, for many observers, a demonstration that hardware disadvantage need not mean capability disadvantage.

The US and China’s AI race will define the century

The rivalry is not just technological – it will also spill over into broader geoeconomics

What New York needs from Mayor Zohran Mamdani is not a retreat from progressive ambition, but the recognition that the city needs to compete for its tax base in a global market.

Why Mamdani’s New York has to fight to retain its crown

With Singapore, London and Dubai doing more to attract talent, the world’s premier financial hub is finding out its title is contestable

Cuba is more economically fragile than at any point since 1993, with nationwide blackouts now routine.

Will Washington’s Cuba campaign succeed this time?

There’s a strong case for ousting President Miguel Diaz-Canel, but any attempt could risk real complications

Iranian mines in the strait have throttled the world’s most important energy artery and driven US inflation to its highest level in years.
THE BOTTOM LINE

A narrow door out of the Hormuz war

The US-Iran deal’s principal virtue is that it lets each side claim enough to sell at home

In response to India's strained petroleum reserves, Prime Minister Narendra Modi has asked Indians to drive less, work from home when possible, and ease off on gold purchases.

India on Iran war: the costs of sitting still

New Delhi’s calculated neutrality has ignited a debate over the limits of its foreign policy

On paper, Trump (left) and Xi converged: The US readout says “both countries agreed that Iran can never have a nuclear weapon” and Hormuz “must remain open”.

A choreographed detente: Reading the Trump-Xi summit

Xi’s move to host Russia so soon after Washington’s visit suggests Beijing plans to maintain its full portfolio of relationships