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      October 12, 2026
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Judder Moment

  • Risk, Trade, Conflict, Climate Change, Oil, Central Banks, Political risk, Global Growth, Currency, Debt, Geopolitics, Sovereign Debt,
    October 12, 2026

    Another Judder Moment as Trump roils the West.

    Consequences spread like ripples on a pond. Trump lobbed the bloody great rock of the Iran War into the global economy earlier this year. Now the risks he raised are converging. Inflation, Rates, Trade, Geopolitics and Conflict were thrown into stark relief over the weekend as Trump further roiled markets, and climate risks will be extra spice. How this ends is unclear…

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