U.S. President Donald Trump announced on Wednesday that Ukraine will be granted a license to manufacture…
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.
DOJ Ends Enforcement of Home Care Rights for Seniors
The U.S. Department of Justice (DOJ) announced it will no longer enforce the integrated care requirements…
AI Token Spend Surges Amid Rising Cost Management Scrutiny
On Wednesday, concerns over rising AI token spending intensified as companies grapple with managing costs. Uber…
Russian Strikes Kill Four as Ukraine Targets Oil Infrastructure
Russian forces conducted aerial bomb strikes on the city of Kramatorsk in eastern Ukraine on Friday,…
U.S. and Iran Continue Peace Talks Amid Escalating Strikes
The United States and Iran will persist with peace negotiations despite escalating military actions between the…
Instagram’s AI Tool Faces Backlash from Hollywood Unions
Instagram's new AI image generation tool, Muse Image, has sparked significant backlash from Hollywood unions and…
Sachs Calls Hong Kong, Shenzhen Modern Silk Road Endpoints
Economist Jeffrey Sachs described Hong Kong and Shenzhen as the modern endpoints of the Silk Road…
MPs Urge UK Government to Host Climate Emergency Briefing
Members of Parliament in the UK are calling for a televised national briefing on the climate…
EU Foreign Ministers Set to Discuss Israel Accountability
European Union foreign ministers are scheduled to meet on July 13 in Brussels to discuss accountability…
US and Iran Escalate Attacks Amid Peace Negotiations
The United States and Iran engaged in a series of military strikes this week, marking a…