The Polish voters delivered a shocking election result – but what will it mean for European and global politics?
Great Game – What comes next for Hamas and Israel?
Is it 1973 all over again? What is Hamas’ masterplan? How will Israel respond?
Great Game: McCarthy blinked first
Congress reached a settlement and postponed the government shutdown – but where does this leave the Republicans, who seemingly blinked first?
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The Great Game: Why Russia is Really Cutting Diesel Exports
Russia has cut off its diesel exports – but why? What’s the big plan and how will it affect support for Ukraine?
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Great Game – Why I’m Still Not Convinced by Southern Europe
Welcome to this week’s Great Game – your weekly overview of global events and how to read them. This week we cover Southern Europe with the current refugee crisis as the starting point. Countries such as Italy, Spain, Croatia and Greece have much better growth rates than Germany, Sweden etc., but they are about to be hit by another massive migration challenge. Why is that and what is to come? Lampedusa under siege Last week as many as 7,000 African refugees landed on the small Italian island of Lampedusa. That’s an enormous number considering that the native Lampedusians number some 6,000. In total, Italy has received almost 126,000 refugees in 2023, which is twice as many as the same period in 2022. While these numbers are in themselves unsustainable, the suddent massive inflow into Lampedusa has overwhelmed the local infrastructure and caused clashes between refugees and local law enforcement. President of the European Commission, Ursula von der Leyen, paid a visit to Lampedusa over the weekend, reassuring the locals and the Italians that the EU will help out. But how? There is very little will inside the EU to relieve the pressure on Italy by taking actual migrants off their hands and there is no will to deploy heavy weaponry to the Mediterranean to keep migrant boats out. Von der Leyens focus is on strengthening Frontex, the EU agency tasked with keeping migrants out and defending the borders of the continent, as well as aiding the Tunisian and Libyan […]
The Great Game – Who’s more powerful, Joe Biden or Kim Kardashian?
Joe Biden travels the world taking W’s while Kim Kardashian gets involved on the world stage. Tune in to this week’s Great Game!
Great Game – Biden on charm offensive
President Biden flies to South Asia on a charm offensive. But what can he accomplish and what will the Chinese do?
Great Game: Ukrainian Breakthrough imminent?
Are the Ukrainians breaking through to Tokmak? Social media is full of rumours and predictions – here’s what you need to know!
Great Game: Will F16s destroy Russia? Will BRICS destroy the USD?
Will the Dutch and Danish F16s push back Russia? Will the BRICS be able to muster the global south and fight off the dominance of the USD?
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Investment Screening: Why Biden’s Order is Actually a Good Sign for US-China Relations
I think Biden’s executive order on investment screening is actually a good sign for US-China relations and a part of the ongoing “mini-detente”. Read why!
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Tune in to hear all about Country Garden and the outlook for China
Will Xi fire the stimulus cannon?
The Chinese economy is flirting with a deflationary spiral, but Xi is so far sticking to his New China Playbook where long-term economic transformation takes precedence over double-digit growth in the short-term. But as bad numbers rain down over the Chinese economy, rumours of an upcoming stimulus package intensifies.
Great Game – Doom and gloom for wheat?
Why India might be more important to wheat prices than Ukraine and Russia
Great Game: Book burnings and Ukrainian peace talks
Welcome to this week’s overview of global affairs – as always with the relevant takeaways for your portfolio. This week we ask – what are the consequences of the Scandinavian Quran burnings and are we finally headed towards peace talks in Ukraine?
Great Game: Is a Hung Parliament bad news for markets?
With Spanish voters leaving neither the centre-left or the centre-right with a clear majority – what does the ‘hung parliament’ mean for markets and European politics?
The Great Game – Kerch Bridge on fire!
Kerch Bridge is on fire again – are the Russian defences terrified? We take a closer look on what this means for the broader war
The Great Game – Erdogan’s historic flip-flop
3 main takeaways from the historic summit in Lithuania
The Great Game – A drunk uncle in the metaverse
What is being discussed at the authoritarian’s club – the SCO? What is the mood like after the Prigozhin rebellion? We give you the latest
The Great Game – Winners and losers of the botched Wagner rebellion
Who are the winners and losers of Prigozhin’s short-lived rebellion? What does this have to do with ISIS?
Civil War in Russia? What we know and what we think we know
Russia is heading into civil war. Is this the end of the line for Putin and what does it mean for Ukraine?
The Great Game: Why the EU is shutting down its largest gas field
Has Europe shot itself in the foot?
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The Great Game – What’s going on in Ukraine?
With Ukraine on the counteroffensive, what can we expect? Why aren’t we seeing more Leopard tanks in use? We give you our take!
The Great Game – Betrayal from the inside threatens OPEC solidarity
Why – even after successive cuts – does crude oil keep settling on a $70 barrel? The conundrum has pitted the OPEC+ alliance against each other. Suspicious eyes are turning away from outside foes, and are now looking inwards, trying to sniff out the mole who is free-riding on the collective. Will the imposter be detrimental to Saudi’s production cut strategy?
Turkish Election Liveblog – Round 2!
Will Erdogan win yet again or can Kilicdaroglu prevail? We cover every step of the way with analysis and perspectives.
The Great Game – 7 takeaways from G7
Steno Research reporting live from Japan where the G7 meeting in Hiroshima just concluded yesterday. Here’s our 7 main takeaways