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Key Events This Week: PPI, Industrial Production, Q1 Earnings, Iran War

Key Events This Week: PPI, Industrial Production, Q1 Earnings, Iran War When it comes to the week ahead, clearly the Iran conflict will be the main focus, but there are a few other things to look out on the calendar. First, the Q1 earnings season will start to kick off, with this week’s releases including several US financials. DB's equity strategists have a full preview, and they argue that the bottom up-analyst consensus for S&P 500 earnings growth accelerating into the mid-teens (16%) is justified by a favorable macro environment (full...
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Mar 29, 2026 / Dave DeCamp
Report: Pentagon Prepares for ‘Weeks’ of Ground Operations in Iran
The Pentagon is preparing for “weeks” of ground operations in Iran, The Washington Post has reported, citing unnamed US officials, as thousands more US troops have arrived in the Middle East in recent days. Any potential US ground operations would mean a major escalation of the war and would likely result in significant US casualties […]
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Apr 30, 2026 / Alastair Crooke
The Mechanistic Fallacy — Why the West So Often Fails at Geopolitics
Some fifteen years ago I wrote that western reliance on its lens of secular rationality was no longer adequate as a means to understand the Israeli-Palestinian conflict. It was becoming obvious — even then — that the future of the region would be one of wars increasingly defined by religious symbols: i.e. Al-Aqsa versus the […]
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Apr 2, 2026 / Tyler Durden
April Fools And The Last Supper
April Fools And The Last Supper By Benjamin Picton, senior market strategist at Rabobank Wednesday saw the unusual occurrence of three Anglosphere heads of government delivering televised addresses to their respective nations within 24 hours of each other. When news broke that Australia’s PM Albanese, Britain’s PM Starmer and US President Trump would all be interrupting regular programming to speak to their people, reactions ranged from jubilant speculation that the war is about to end all the way through to nervousness that Operation Iranian Freedom was about to be announced. Judging by...
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