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6 articles tagged Iran Clear tag
As AI disruption freezes software heavy buyout funds and retail capital retreats, a handful of firms are moving decisively in the opposite direction. The private equity market is splitting into winners and losers in real time.
Private EquityArtificial IntelligenceMergers and AcquisitionsSoftwareIran
Alexander Eklund8 min read
Read ArticleMacro21 April 2026
The Iran war handed the Bank of Japan a policy trap it cannot easily escape. Holding rates to avoid a growth shock is letting the yen slide toward levels that historically trigger intervention. Hiking to defend the currency risks making the growth shock worse.
Japanese YenBank of JapanFXIranMonetary PolicyStagflation
Raghu Kohli8 min read
Read ArticleThe war in Iran is testing the informal bargain that has let America borrow cheaply for half a century. The allies whose cooperation sustains that privilege had no say in the conflict, yet they are bearing its economic cost.
IranFederal ReserveInterest Rates
Jack Childs16 min read
Read ArticleMarketsPrivate EquityOpinion7 April 2026
Buyout activity fell 36 per cent in Q1 2026 as the Gulf conflict and AI disruption to software converge to freeze dealmaking across the private equity industry.
Private EquityMergers and AcquisitionsIranArtificial Intelligence
Alexander Eklund5 min read
Read ArticleMarkets5 April 2026
Jet fuel prices have doubled since February, but airlines face a microeconomic bind: raise fares too fast and passengers vanish, raise them too slowly and margins collapse.
AirlinesOil PricesPrice ElasticityIranMicroeconomics
Jay Patel7 min read
Read ArticleHow tensions involving Iran are driving energy prices and reshaping UK politics.
IranInflationConsumer ConfidencePolitical LandscapeUK Economy
Josh Dolan2 min read
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