geopolitical risk
The Narco-Dollar Economy: Decoding the Fall of a Drug Empire and Its Impact on Global Finance
The fall of a Lebanese TV star turned drug baron reveals the deep ties between failed states, illicit economies, and the global financial system.
Unraveling a Legacy: The Financial Knot Strangling Iran’s Persian Carpet Trade
Western sanctions have crippled Iran’s ancient Persian carpet trade, causing exports to plummet and threatening the survival of this vital cultural heritage.
Navigating the 2025 Financial Maelstrom: A Deep Dive into Tariffs, Gold, and the Dollar’s Future
A deep dive into 2025’s key market themes: the return of tariffs, a gold rush driven by uncertainty, and the potential decline of the US dollar.
The Great Deceleration: Why the Middle East’s IPO Frenzy Is Hitting the Brakes
The Middle East’s post-pandemic IPO boom is fading, with capital raised falling by a third. Discover the reasons why and what’s next for the region.
Bethlehem’s Silent Night: An Economic Bellwether for Investors in a Volatile World
Bethlehem’s Christmas festivities return, but a collapsed tourism sector offers a stark lesson in geopolitical risk and economic fragility for investors.
The $750 Billion Paradox: Why a Landmark US-EU Trade Deal Saw Energy Spending Fall
A landmark $750bn US-EU trade deal was meant to boost US energy sales, but spending fell 7%. We analyze why market forces defied political ambition.
The Other Side of Victory: Why a Forgotten History of VE Day Shapes Today’s Global Economy
For millions behind the Iron Curtain, VE Day was not liberation but a new occupation. This forgotten history profoundly shapes today’s global economy and investment risks.
Gold’s Glimmering Ascent: Decoding the Record-Breaking Surge Above $2,400
Gold shatters records, soaring past $2,400. We dissect the geopolitical and economic forces driving this historic rally and what it means for investors.
The Fine Art of Financial Navel-Gazing: A Look Ahead to 2025’s Biggest Debates
A speculative look into 2025’s key financial debates, from AI’s reality check and blockchain’s identity crisis to a new macroeconomic era.
Uncorking the Economy: Why Jim Beam’s Production Halt Was a Sobering Signal for Investors
Jim Beam’s production halt due to tariffs reveals how global economic policy directly impacts corporate finance, the stock market, and investment strategies.
The Narva Gambit: Why a NATO Border Crisis Could Trigger a Global Financial Meltdown
A geopolitical thought experiment in Narva, Estonia, reveals how a small border crisis could trigger a global financial meltdown and rewrite the rules of investing.
The EU’s €90 Billion Pivot: Inside the High-Stakes Decision to Fund Ukraine
The EU pivots to a €90bn loan for Ukraine, borrowing against its budget after a controversial plan to use frozen Russian assets fails.