business
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Oil Markets Price In A Deceptive Calm Amid Iran Conflict
Despite a U.S.-Israeli war on Iran disrupting the Strait of Hormuz, oil prices remain muted. An analysis of oversupply, strategic reserves, and logistical paralysis.
business -
Target Bets Six Billion Dollars Against A Consumer Slowdown
Target's new CEO plans a $6B investment in stores, workers, and tech to combat falling sales. We analyze the execution risk amid a tough consumer environment.
business -
China Abandons The Breakneck Growth Model
China sets a historically low GDP growth target for 2026, signaling a major policy shift away from rapid expansion towards a new economic model.
business -
Target Bets Billions It Can Outrun Amazon and Itself
With a multi-billion dollar overhaul, Target is pivoting from an 'everything store' to a curated retailer. An analysis of the capital, risks, and motives.
business