China's Commerce Ministry announced on Friday that the United States will allow Executive Order 13936, which…
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.
Airbus sells 55 aircraft to Chinese airlines for $12.4B
Airbus has secured a significant order for 55 aircraft from two Chinese airlines, valued at approximately…
US Forces Conduct Strikes on Iranian Military Targets
U.S. forces intensified military operations against Iranian sites, conducting strikes for the sixth consecutive night on…
Iran Signals Threat to Red Sea Oil Shipping Amid Tensions
Iran has directed Yemen's Houthi forces to prepare for potential disruptions to the Red Sea oil…
Taiwan Semiconductor Plans $100B Investment Amid Concerns
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) announced plans for a $100 billion investment in Arizona,…
Europe’s Sanctions Against Russia Show Signs of Fraying
European sanctions against Russia, initially designed to deter aggression, are showing signs of internal disunity nearly…
U.S. Strikes Key Iranian Infrastructure Near Bandar Abbas
The United States conducted airstrikes on bridges and other infrastructure in southern Iran overnight into Friday,…
Iran to Continue Strikes Until Calm Restored in Hormuz
Iran's Islamic Revolutionary Guard Corps (IRGC) announced on July 17, 2026, that it will persist with…
US Senate proposes 100% tariffs on Russian oil buyers
The U.S. Senate has proposed a bill that would impose 100% tariffs on buyers of Russian…
U.S. Firms Receive $71 Billion in Tariff Refunds Amid
U.S. companies have received approximately $71 billion in tariff refunds, but the funds are being used…