President Donald Trump suggested that technology companies should pay dividends to communities hosting AI data centers.…
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.
Nvidia’s Huang Urges Europe to Accelerate AI Adoption
Nvidia CEO Jensen Huang urged European industries to adopt artificial intelligence (AI) more quickly during a…
Russia to Ship First Diesel Tanker to U.S. Under Agreement
Russia will send its first diesel tanker to the United States on Thursday. This follows an…
France’s 10-Year Bond Yield Exceeds 5% Amid Protests
France's 10-year government bond yield topped 5% on Wednesday. This is the first time it has…
Iran Refuses to Send Enriched Uranium Amid US Negotiations
Iran has firmly rejected any plans to send enriched uranium abroad. This stance complicates ongoing negotiations…
Brent Crude Prices Rise Above $110 on US-Iran Tensions
Brent crude oil prices rose above $110 per barrel on Wednesday. This increase was driven by…
Taiwan Regulator Blocks Grab’s $600 Million Foodpanda Deal
Taiwan’s Fair Trade Commission (TFTC) announced on Wednesday that it has blocked Grab’s planned acquisition of…
Trump’s Actions Toward Putin Strain US-Europe Relations
Donald Trump's recent actions toward Vladimir Putin have increased tensions between the United States and Europe…
EU Seeks €70 Billion from Allies to Support Ukraine Funding
BRUSSELS — The European Union is looking to raise €70 billion to support Ukraine amid rising…
Oil Prices Rise Above $109 on Middle East Supply Concerns
Oil prices jumped above $109 per barrel on October 21, driven by ongoing supply concerns in…