#Geopolitics

Trump told the FT a US-China summit could be delayed. With tariffs entrenched and trade talks stalled, what does this mean for markets, supply chains, and the global economy?

US Interior Secretary Doug Burgum announced $57 billion in deals between Asia-Pacific allies and American companies. But behind the headline number lies a more complex story about trade leverage, energy dependency, and the price of alliance.

Carnegie's Zhao Tong breaks down China's nuclear expansion, the erosion of minimum deterrence, and why arms control talks are stuck before they've started.

Middle East conflict is threatening oil export infrastructure, pushing crude prices higher. We break down who wins, who loses, and what it means for your wallet and the global economy.

From the Spanish-American War to the Iran strikes, how the US built a global military base network—and why those bases are now in the crosshairs.

Two weeks into the U.S.-Iran war, Bitcoin has outperformed gold, the S&P 500, and Asian equities. Here's what the pattern of higher lows tells us about what this market has become.

Trump is urging China, UK, and Japan to send warships to keep the Strait of Hormuz open. With 20% of global oil supply at stake, here's what a closure would mean for energy markets, inflation, and your portfolio.

As the US cancels next-gen helicopter programs and China deploys drone swarms, crewed aircraft face an existential question. Are helicopters obsolete—or evolving into something new?

US oil companies could pocket up to $63 billion in windfall profits from Gulf supply disruptions. Here's who wins, who pays, and what it means for energy markets and your wallet.

Hamas has publicly urged Iran to halt attacks on Gulf states — a rare appeal to its top backer. What does it reveal about the fractures inside the so-called axis of resistance?

After months of disrupting global shipping lanes, the Houthis have gone unusually silent. What does that mean for Red Sea trade, oil markets, and the next phase of Middle East tension?

The US strike on Kharg Island targets Iran's oil export lifeline, not its nuclear sites or military bases. What does attacking economic infrastructure mean for energy markets, oil prices, and global geopolitics?