The United States conducted airstrikes on bridges and other infrastructure in southern Iran overnight into Friday,…
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.
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…
US Strikes on Iran Infrastructure Kill 7 Amid Ongoing
The United States expanded its military strikes on Iran's infrastructure, resulting in the deaths of seven…
Iran identifies five Gulf targets for potential strikes
Iran has reportedly identified five key military and commercial sites in the Gulf region that it…
Mortgage rates rise to 6.55% amid Iran conflict escalation
The average rate on a 30-year fixed mortgage reached 6.55% this week, marking its highest level…
US-Iran tensions disrupt oil flows through Strait of Hormuz
Fighting between the United States and Iran has led to significant disruptions in oil and gas…
China Semiconductor ETF Gains Amid Global AI Supply Chain
The KraneShares China Technology & Semiconductor STAR Market 50 Index ETF has gained attention as investors…
Trump’s Renewed Sanctions on Iran Risk Economic Collapse
DUBAI—President Donald Trump has reimposed a blockade on Iran, aiming to cripple the regime's economy and…