The U.S. military announced on August 28, 2026, that it has cleared all suspected Iranian sea…
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.
Record 244 Chinese Ships Sighted Near Taiwan in July
China has increased its maritime presence near Taiwan, with a record 244 sightings of government vessels…
CXMT Reports 870% Revenue Surge in First Earnings Since IPO
China's CXMT, a top DRAM chipmaker, reported a revenue increase of 873.64% year-on-year. The revenue reached…
Six Months In, US-Iran Conflict Shows Signs of Stalemate
Six months into the conflict between the United States and Iran, the situation is still complex.…
Trump Escalates Trade War with Canada, Renames Lake Ontario
U.S. President Donald Trump raised tensions with Canada this week by renaming Lake Ontario to "Lake…
EU Leaders Debate Russia’s Escalating Hybrid Warfare Tactics
BRUSSELS — Recent events in Europe indicate a rise in Russia's actions, leading EU leaders to…
Iran Sets Conditions for Reopening Strait of Hormuz Talks
Iran is preparing a list of conditions for reopening the Strait of Hormuz, according to Mohsen…
FTSE 100 Gains 51 Points as Miners Lead Market Recovery
The FTSE 100 rose by 51 points, or 0.47%, to 10,843.53 on Friday, recovering from a…
Europe and UK Face Severe Gas Shortages Ahead of Winter
Europe is entering winter with gas storage levels at a two-decade low. This situation raises concerns…
Trump Discloses 1,000 Stock Trades Amid Iran War Concerns
President Donald Trump reported over 1,000 stock transactions in June. This has raised questions about possible…