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Tariffsin Financial Markets
8 hours ago

Thailand's pet food exporters face uncertainty due to Trump's tariffs, while the US nears multiple trade deals, including a rare earth agreement with China. The White House suggests flexibility on the July 9 tariff deadline, signaling potential extensions.

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Financial Markets
Lots More on What’s Going On in Iran’s Markets (Podcast)
neutralFinancial Markets
Iran's stock market is a bit of a mystery to most outsiders—thanks to years of sanctions, even checking stock prices is a challenge. But in this podcast episode, we get an inside look from Maciej Wojtal, a fund manager who specializes in Iranian markets. He shares updates on recent market turbulence, firsthand accounts from Tehran, and how disruptions (like those in the oil sector) are shaking things up. It’s a rare glimpse into an economy that’s usually off-limits to global investors.
Editor’s Note: Iran’s economy is massive but largely opaque due to geopolitical tensions. This story matters because it peels back the curtain on how sanctions and internal challenges are playing out in real time—not just for investors, but for everyday Iranians dealing with market swings and business disruptions. If you’re curious about how isolated economies function (or struggle), this is a fascinating listen.
Turkey ETF Inflows Signal Interest in Market That Lags EM Rally
neutralFinancial Markets
Money is starting to flow back into Turkish ETFs—investment funds that track the country's stock market—suggesting global investors might be warming up to Turkey again. This comes after its market struggled to keep pace with the broader surge in emerging markets this year.
Editor’s Note: Turkey's stock market has been a bit of a laggard compared to other rising emerging markets, but these ETF inflows hint that investors see potential—or at least a bargain. It's a tentative sign of confidence, though whether it turns into a full-blown rebound depends on Turkey's economic stability and reforms. Worth keeping an eye on if you're tracking global investment trends.

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