Is Geert Wilders a non-event for markets or a signal that Europe is moving right? What is going on with the attacks on Israeli shipping? We take a closer look on the week in geopolitics
We are edging closer to a truce in Gaza – but what does that tell us about Israel’s position and the future of the Middle East?
Why are world powers moving naval assets to the Middle East and why does it matter for your portfolio? And what’s going on in Congress? Read it all in this week’s Great Game
Are we in a calm before the storm is unleashed on Gaza? We deliver answers on three key geopolitical questions.
While tension keeps mounting in the Middle East, we’ve decided to broaden the global macro-horizon. From rising pressures in Japanese policy and the preceding Asian currencies to monetary trends in EUR and USD, and everything in between. We break down this week’s most noteworthy developments.
Horrid scenes and continued unrest in the Middle East with major oil producing nations perhaps getting involved. What are the probable implications for oil, and how about natural gas given the winter ahead and Europe’s dependence?
Is it 1973 all over again? What is Hamas’ masterplan? How will Israel respond?
The market opening hints of a stronger USD, higher energy prices, and slightly rising long bond yields. Is the opening price data backed up by empirical evidence? Let’s have a look.
While still early days, it certainly seems like Iran is the target of a planned, organized wave of drone strikes. Is it a response to Friday’s attack on the Azeri embassy? Is it a US plot to halt Iran’s nuclear ambitions? What’s the endgame?