France and Germany are exploring alternatives to U.S. defense technology, potentially impacting Palantir Technologies Inc.'s military…
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.
Kuwait Halts Flights After Iranian Missile Attacks Escalate
Kuwait suspended all flights on Saturday following a series of Iranian missile and drone attacks, marking…
Hungary’s EV Sector Crackdown Signals Shift in Policy Focus
Hungary's government is implementing a crackdown on its electric vehicle (EV) sector, which is valued at…
Germany to Boost Efforts Against Tax Fraud, Money Laundering
Germany is set to enhance its crackdown on tax fraud and money laundering, as officials aim…
Dan Ives launches new bank focused on AI and tech sectors
Dan Ives, a prominent tech analyst, has left Wedbush Securities to establish a new venture called…
Kuwait reports Iranian strike on oil facility, injuries
Kuwait reported that an Iranian strike targeted one of its key oil facilities, resulting in injuries…
U.S. Faces Choices as Iran Threatens Strait of Hormuz Access
The United States is confronted with a critical decision regarding its military strategy in the Middle…
Iraq Revives Syria Oil Pipeline Amid Strait of Hormuz
Iraq is moving to revive a long-dormant oil pipeline to Syria as tensions rise over Iran's…
US Senators Propose Tariffs on India Over Russian Oil
Sixty U.S. Senators have backed a new bill proposing tariffs of up to 100% on India…
China’s AI Model Sparks 10% Drop in Semiconductor Stocks
A new artificial intelligence model from China has intensified a selloff in semiconductor stocks, pushing the…