The Midterms Are Unlikely To Alter the U.S.’s Fiscal Trajectory

Oct 13, 2026

The UK is escalating pressure on Iran after a suspected plot at a military airbase prompted the US to withdraw 12 bombers, reports the Financial Times. Prime Minister Andy Burnham said the incident at RAF Fairford was "almost certainly directed" by Iran's Islamic Revolutionary Guard Corps.

Oct 13, 2026

The US semiconductor industry depends more heavily on China than direct trade figures suggest, raising concerns over vulnerabilities in critical supply chains. China accounts for about 5% of equipment and materials supplied directly to US chipmakers by production location, but dominates supplies of several essential minerals, writes the South China...

Oct 13, 2026

China has sanctioned officials from Paraguay and Belize for supporting Taiwan, escalating its campaign to isolate the self-ruled island. Beijing targeted Paraguay's IT Minister Gustavo Villate and Belize's Foreign Affairs Minister William Fonseca, Bloomberg writes.

Sep 28, 2026

Elections, escalating conflicts, tight energy markets and intensifying trade competition will result in shifting constraints and high geopolitical risk.

Jun 29, 2026

A fragile truce in the Middle East, persistent energy-driven inflation, shifting U.S. trade policy and escalating regional pressures from Europe to Africa will collectively shape geopolitical risk in the third quarter.

Mar 30, 2026

The second quarter will test global resilience as lingering conflicts and energy shocks converge to heighten economic uncertainty and geopolitical volatility.