The United States launched a series of airstrikes against Iran on Wednesday, marking the third consecutive…
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.
US-Iran Ceasefire Ends, Inflation Cools to 3.5% in June
Inflation in the United States cooled to an annual rate of 3.5% in June, aided by…
Norwegian Tanker Hit by Projectile Amid US-Iran Tensions
A Norwegian chemical tanker was struck by an unidentified projectile off the coast of Oman on…
Oil Prices Rise Amid Tensions in Strait of Hormuz
Oil prices increased on Tuesday as tensions escalated in the Strait of Hormuz following U.S. actions…
US Investigates Iranian Drones in Cuba Amid Rising Tensions
The United States is investigating reports that Iran may be storing drones and missiles in Cuba,…
EU Sanctions on Russia Face Deadline Amid LNG Transit
The European Union is racing against a July 15 deadline to finalize a new package of…
China’s Chip Exports Surge Amid Global AI Boom in 2023
China's exports of integrated circuits (ICs) nearly doubled in the first half of 2023, driven by…
France Celebrates Bastille Day with Ukraine at Center Stage
On Wednesday, France held its annual Bastille Day celebrations in Paris, featuring a significant display of…
Philippine Rice Output Could Fall 30% Due to El Niño Threat
The Philippines faces a potential 30% decline in rice production as a 'super' El Niño event…
Hong Kong Couple Files UN Complaint Over Custody Dispute
A Hong Kong couple has filed a complaint with the United Nations Human Rights Committee regarding…