Iran has rejected the United States' response to its seven conditions for reopening the Strait of…
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.
EU Limits Chinese Hybrid Vehicle Imports to 350,000 Annually
The European Union will limit imports of hybrid electric vehicles from China to 350,000 cars per…
Two Oil Tankers Attacked Near Strait of Hormuz, Two Missing
Two oil tankers were attacked near the Strait of Hormuz on Sunday. This incident has left…
Senator Raises Legal Concerns Over Trump’s Diesel Deal
United States Senator Thom Tillis has raised concerns about President Donald Trump’s decision to ease sanctions…
Riyadh Airport Hit Again as Houthi Attacks Escalate
Riyadh's King Khalid International Airport was hit by a projectile on Sunday. This marks the second…
Zelensky Rejects Trump’s Energy Ceasefire Claim Amid Attacks
Ukrainian President Volodymyr Zelensky has rejected claims by former U.S. President Donald Trump that Russia and…
Trump’s Diesel Deal with Russia Faces Criticism and Doubts
Donald Trump’s agreement with Vladimir Putin to lift sanctions on Russian diesel imports is not expected…
Investors Turn to Chinese Stock Options Amid AI Trade Shift
Investors are increasingly looking at bullish options and swaps linked to China's CSI indexes. This trend…
US Envoys Arrive in Moscow as Putin Orders Ceasefire
U.S. special envoys Steve Witkoff and Jared Kushner arrived in Moscow on Saturday. They aim to…
US Strikes Iranian Oil Tanker Near Kharg Island
Explosions were reported near Iran's Kharg Island on Saturday. This followed a US strike on an…