Geopolitics
Global power shifts, policy, and conflict risk feeding directly into markets.
Polymarket pulls Iran rescue wager after Moulton criticism
Polymarket pulled a wager tied to a U.S. rescue mission in Iran after Rep. Seth Moulton called it “DISGUSTING”.
2 min read
Two-week window tests global commodity markets
Widdershoven says cargoes still move, but rising insurance costs and weaker delivery confidence are pushing buyers toward security-first procurement.
2 min read
Wall Street prices the Iran war headline by headline, NYT says
Jeff Sommer says the range of outcomes stays "staggeringly broad" as Wall Street prices the Iran war headline by headline amid Trump signals on escalation and talks.
1 min read
CFOs plan for $100 oil as Hormuz closure persists
Executives and traders see about a 2-week window to reopen the Strait of Hormuz before oil jumps again and companies plan for months of disruption.
3 min read
China’s Structural Slowdown: Real estate, debt & demographic drag
In Q3 2025, Services delivered $87.1B as Search grew 15% to $56.6B and Google Cloud climbed 34% to $15.2B with 23.7% margins.
34 min read
Europe Rethinks Strategy Against Trump’s Greenland Pressure
European leaders face growing pressure to adopt tougher responses to Trump's aggressive actions over Greenland.
1 min read
Taiwan Secures US Trade Deal Amid Beijing's Strong Opposition
Taiwan wins reduced tariffs with the US, sparking Beijing's criticism and raising concerns at home.
2 min read
China’s Record $1.19T Surplus Signals Trade Rerouting
Exports shifted toward the EU and ASEAN as US shipments fell, raising 2026 trade-policy risks.
2 min read
China's Trade Surplus Reshapes Global Manufacturing Landscape
China’s growing exports deepen global supply chain reliance, challenging US efforts to diversify manufacturing.
1 min read
China’s Record $1.189T 2025 Surplus Fuels Tariff Risks
Exports rose 5.5% despite weak domestic demand, heightening fears of new barriers and probes in 2026.
2 min read
China CPI Hits Three-Year High as PPI Deflation Persists
December CPI rose 0.8% on seasonal food shifts, while PPI fell 1.9%, highlighting weak demand.
2 min read