Dissatisfaction with U.S. President Donald Trump’s trade policies played a big role in the recent Democratic…
Category: Geopolitical
Geopolitics through the lens of capital: sanctions, trade policy, elections, conflicts and energy security, read as inputs to risk pricing. We track how political events reach commodity prices, sovereign spreads and equity risk premia. The focus is on the transmission channel to markets, not on the politics itself.
Brent Crude Drops to $94.66 on U.S.-Iran Deal Hopes
Brent crude oil prices fell sharply on Wednesday. They dropped $8.94, or 8.6%, to $94.66 per…
Qatar and France Urge Freedom of Navigation in Hormuz
Qatar and France have called for unrestricted navigation in the Strait of Hormuz and a ceasefire…
India’s Middle East Oil Imports Surge to Pre-War Levels
India's imports of Middle Eastern crude oil surged to about 2.8 million barrels per day (bpd)…
Iran’s Oil Reserves Depleted Amid US Naval Blockade
Iran's floating oil reserves have been fully depleted as of mid-October, according to analysts from Kpler.…
US, Israel Plan Renewed Strikes on Iran After Midterms
The United States and Israel are making plans for new military strikes against Iran after the…
US Orders Nonemergency Staff to Leave Saudi Arabia
The United States Department of State ordered nonemergency government employees and their families to leave Saudi…
Putin Agrees to Resume Ukraine Peace Talks After Nov 10
Russian President Vladimir Putin has agreed to resume peace talks about Ukraine after November 10, according…
Tesla Leads U.S. EV Sales Amid Rising Gas Prices
Tesla's sales surged in the third quarter of 2026. The company sold an estimated 144,094 electric…
Japan’s Trade Deficit Hits Record $17.8 Billion Amid Crisis
Japan's trade deficit hit a record 2.81 trillion yen ($17.8 billion) for the first half of…