My Thoughts on Current Events
21 Jun 2026 1 minute read 0 comments Perfectionist25
Kevin Warsh began his first press conference with a moderate tone, but shifted to a hawkish one towards the end. This speech was interpreted as hawkish and corporately aggressive by both financial media and institutional macro analysts. Prior to the...
20 Jun 2026 3 minute read 0 comments Perfectionist25
The start of the Iranian conflict on February 27, 2026, served as a real-time stress test for investment instruments. Global markets repriced the role of assets as safe havens during times of crisis. In the first 48 hours, gold gained 5.2%, while Bit...
19 Jun 2026 2 minute read 0 comments Perfectionist25
Warsh's comments following his first FOMC meeting, and the "new era" approach he introduced for the Fed, have the potential to fundamentally change market dynamics if he can implement his vision. Removal of Forward Guidance Warsh announced that the F...
18 Jun 2026 3 minute read 0 comments Perfectionist25
In recent weeks, the most talked-about topic in the markets has undoubtedly been the Middle East, and within this context, oil and the risk of oil-related inflation. The tensions between Iran and the US-Israel conflict, along with scenarios unfolding...
17 Jun 2026 3 minute read 0 comments Perfectionist25
The world started the week with the announcement from US President Donald Trump that "the details of the agreement with Iran have been finalized." The war between the US and Iran, which began on February 28, 2026, will officially end with the signing...
16 Jun 2026 1 minute read 0 comments Perfectionist25
Sukuk, one of the most important capital market instruments of Islamic finance, has undergone a new transformation in recent years, driven by both the expansion of its global investor base and the impact of digitalization. The opportunities offered b...
15 Jun 2026 2 minute read 0 comments Perfectionist25
The crisis in the Strait of Hormuz is directly impacting the Asian electric vehicle market. The near-halt of oil and LNG shipments has sharply increased fuel prices, accelerating the shift towards electric vehicles. Electric vehicle sales have reache...
14 Jun 2026 2 minute read 0 comments Perfectionist25
For many years in the business world, we associated success with teamwork. We brainstormed, created open offices, and explained the power of collaborative production. Now we are entering a different era. Employees have more powerful digital tools tha...
13 Jun 2026 4 minute read 22 comments Perfectionist25
A tennis player needing an ice pack on a court and a worker forced to work in the heat become two different faces of the same big problem. But they both say the same thing: as the world warms, not only nature but all human activity will have to be re...
10 Jun 2026 2 minute read 0 comments Perfectionist25
The common thread in the recent volatility of global markets is not a complete loss of risk appetite among investors, but rather a readjustment of risk. While technology and artificial intelligence continue to support equity markets, bond markets are...
