G² Dispatches: Political Limits to Deregulation in Argentina
Political resistance to elements of the Milei administration's deregulation agenda, including Senate opposition to proposed changes to the Land Law and labor disruptions following Decree 690/2026, has constrained the pace and scope of structural reform.
G² Dispatches: US-Iran War: Macro Strategy Brief
The US-Iran war has reordered Middle East security. With no off-ramp visible, three conflict paths diverge sharply; markets pricing only the least bad of them.