Russia's suspected sabotage campaign in Europe is growing, leading to urgent talks among EU governments on…
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.
Argentina Threatens Sanctions on Oil Firms Near Falklands
Argentina's President, Javier Milei, announced plans to impose economic sanctions on oil companies exploring near the…
U.S. Absence Risks European Security in War Game Simulation
A recent war game simulation raised concerns about U.S. leadership in European security. The simulation took…
Switzerland to Upgrade Trade Deal with China Amid US Tariffs
Switzerland is set to upgrade its free trade agreement (FTA) with China as trade tensions rise…
Sensex Drops 500 Points Amid Renewed US-Iran Tensions
The Sensex fell 500 points to close below 24,000 on Wednesday. This drop was driven by…
Las Vegas Casinos Mobilize Against Rising Prediction Markets
Las Vegas casinos are stepping up efforts to fight the rise of prediction markets, which they…
India Exports Nearly 1 Million Barrels of Gasoline to Russia
India has become a major supplier of gasoline to Russia, sending nearly 1 million barrels in…
US to End Military Aid to Kurdish Forces in Iraq
The Trump administration plans to cut military aid to Iraq's Kurdish forces, known as the Peshmerga,…
UK Customers to Receive Compensation for Heating Oil Orders
Hundreds of UK customers affected by cancelled heating oil orders will receive compensation, the Competition and…
China Introduces Reforms to Stabilize Property Sector
China announced a new policy package on Friday to stabilize its struggling property sector. The new…