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Conviction 3 — The Hunger Wave Inflation Tsunami

QS Team ·23 Sep 2026

Conviction 3 — The Hunger Wave Inflation Tsunami Black Sea shipping has effectively stopped, leaving the world short 26mn tonnes of grain, yet prices have barely moved this year to reflect it. Quantum Strategy's latest Navigator tracks how that chokehold is already showing up in …

#Inflation#Inflation Outlook#Core Inflation#Rising Inflation#Moluchkha the Naval War and Food Price Inflation#Food Price Inflation#Inflation Pressures Read More
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Navigator: The Heart of Each Matter

Strategy Report ·David Roche ·03 Aug 2026

Navigator: The Heart of Each Matter This piece looks at each of our major themes and highlights the critical investment variable that will make then succeed or fail. Middle East Oil Disruption - why the broadening, deepening conflict leaves Iran feeling stronger and the US lookin…

#Energy Prices#Energy Exports#Food Price Inflation#Black Sea Disruption to Food and Energy#Black Sea Disruption to Kaxakh Oil#Middle East War#Middle East Conflict#Energy Impact Iranian War#War in the Middle East#AI Bubble & Middle East Bust#Middle East: The Global Energy Deficit#What the ME Energy Deficit Does to Global GDP#The Gulf Crisis & the Hole in Energy Supply#Moluchkha the Naval War and Food Price Inflation#Energy Supply and Demand#Energy#Middle East#Russian Energy#Russian Energy Exports. Read More
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