Article
UBS Finds Global Trade Structure "Surprisingly Stable" As AI Emerges As Growth Engine
UBS Finds Global Trade Structure "Surprisingly Stable" As AI Emerges As Growth Engine
Despite ongoing Gulf-related energy shocks, mounting concerns over a potential energy cliff (read here), and UBS last month reactivating its supply chain stress-watch coverage, another UBS analyst noted Wednesday that the overall structure of global trade remains "surprisingly stable."
Analyst Arend Kapteyn pointed out that the structure of global trade remains far more structurally stable than recent growth trends suggest, even as technology and AI-related categories have driven nearly 80% of recent trade growth while accounting for only...
aboutLiberty Portal
Liberty Portal is your gateway for free markets and free thinking. We aggregate open-sourced content to promote and popularize important people and lessons within the liberty movement.
suggested
May 7, 2026 / Tyler Durden
Hormuz To Year-End: Bullish Or Bearish?
Hormuz To Year-End: Bullish Or Bearish?
With hopes of a permanent truce being continually undermined by minor skirmishes and blockade infringements, it remains unclear whether this war is close to ending. And while oil prices gyrate from one Trump Truth post to the next, two weeks of Brent above $100/barrel (only just inching below as of this morning) suggests the market is not buying into the quick resolution narrative.
Though it is worth asking the question, what if the peace talks are truly different this time?
Joining ZeroHedge tonight at 7pm ET...
Read more
Apr 22, 2026 / Tyler Durden
Oil Conundrum: Record Inventory Draws And Stable Crude Prices
Oil Conundrum: Record Inventory Draws And Stable Crude Prices
Something strange is taking place in oil. Crude prices have been remarkably stable over the last week, with Brent mostly trading in the high 90s on mixed prospects for the resolution of the over 7-week conflict in the Persian Gulf, despite signs to the contrary: the second round of talks between the US and Iran has been postponed indefinitely following Iran’s decision not to participate; President Trump extended a ceasefire “until such time as their proposal is submitted, and discussions are...
Read more
May 9, 2026 / Tyler Durden
Putin Rips NATO Aggression At Scaled-Down Victory Day Parade As Ceasefire Holds
Putin Rips NATO Aggression At Scaled-Down Victory Day Parade As Ceasefire Holds
By many accounts Russia's Saturday Victory Day parade and memorial observances in Moscow's Red Square were once again muted and somewhat scaled down compared to the immense pageantry which marked the pre-Ukraine war years.
President Putin used the occasion while speaking in front of thousands of military personnel and flanked by a handful of world leaders to take swipes at NATO and the West, saying he's fighting "just" war and called Ukraine an "aggressive force" that is being "armed...
Read more




