Geopolitical Economy
The Canary in the AI Coal Mine: Why UK Pension Funds Are Ditching US Tech Stocks
UK pension funds are pulling back from US stocks over AI bubble fears, a sign of a broader reassessment of risk in the global financial markets.
Trump, Xi, and a High-Stakes Phone Call: What It Means for the Global Economy and Your Investments
A phone call between Donald Trump and Japan’s PM hints at major shifts in global economic and security policy, with huge implications for investors.
Beyond Tariffs: Decoding the New US-Taiwan Economic Alliance in the High-Stakes Chip Sector
A top Taiwanese official’s confidence in no US tariffs on its chip sector signals a new era of economic alliance, impacting global finance and investing.
Beyond the Handshake: Decoding the Multi-Billion Dollar Economics of the US-Saudi Alliance
A deep dive into the US-Saudi deals, exploring the huge economic and investment implications of Vision 2030 and strategic military sales.
Amazon’s Crossroads: Why COP30 in Belém is a High-Stakes Gamble for Global Finance
COP30 in the Amazon is a critical test for global finance. Can market-based solutions and fintech finally make a living rainforest more valuable than a dead one?
The Chip War’s New Front: Why China’s Olive Branch to Europe Could Reshape Global Markets
China’s easing of chip export controls to Europe is a strategic move in the global tech war, with major implications for the economy and stock market.
Geely’s UK Gambit: Why a 100,000-Car Target is a Major Signal for the Global Economy
Chinese auto giant Geely targets 100,000 UK sales, setting up a high-stakes economic and investment battle with Tesla and BYD on a key global stage.
The Green Steel Shockwave: Is Australia’s $160bn Iron Ore Empire Facing a ‘Freight Train’ of Change?
Australia’s iron ore dominance is facing a ‘freight train’ of change from the green steel revolution and a massive new high-grade mine in Africa.
A High-Stakes Gambit: US Weaves Politics into South Africa’s Economic Lifeline
US-South Africa trade talks face a political impasse as Washington reportedly links a vital trade deal to sensitive domestic policies like B-BBEE.
The New Energy Gold Rush: How US Shale Gas is Reshaping Global Finance and Investment
The U.S. shale gas boom, unlocked by policy changes, has transformed global energy markets, creating a new frontier for finance, investing, and geopolitics.
The New Economic Chessboard: How China’s Grip on Rare Earths Will Reshape Global Markets
China’s new rare-earth export controls signal a new era of economic warfare, threatening to break supply chains and reshape global markets.
Market Crosscurrents: Navigating Trump’s Tariff Threats, Fed Policy, and a Surge in Futures
U.S. stock futures surge despite Trump’s renewed China tariff threats and the Fed’s cautious stance on rate cuts. A deep dive into what’s moving markets.