Geopolitics
Find economic insights and analysis on the latest geopolitical developments and their local and global implications.
Exclusive 103 Days, 38 Peace Deals
We cut oil forecasts on weak China demand, see softer US gas near term but keep LNG constructive as tight supply and limited flexibility support winter prices.
Higher food prices in Europe are only a matter of time
Higher energy costs are feeding into the food chain, pointing to renewed food inflation in Europe, with the main impact expected in 2027.
Economic Quarterly The Netherlands June 2026: Middle East crisis causes economic pain, but no recession
The ongoing crisis in the Middle East continues to dominate the economic outlook, causing disruptions to energy markets and supply chains worldwide.
EU to the rescue: EU-UK reset takes shape through targeted agreements
Starmer seeks to salvage his premiership by pushing for closer ties with Europe. The new agreements expected in July won't move the needle.
Global Daily: The Atomic Crab
The Dow Jones hit a fresh all-time high yesterday, surging 1.73% to close at 51,562...
Exclusive Palm oil outlook to 2031: Structural tightness to keep prices elevated
Tight supply and rising biodiesel demand are set to keep global palm oil markets constrained through 2031, with higher prices and greater sourcing challenges ahead.
Exclusive Global beef quarterly Q2 2026
While new trade agreements are improving market access, tight supply dominates. Rising prices and declining production continue to shape global beef markets in 2026.
Global Daily: Resigned
Brent crude front-month futures are inching higher this morning after ending May down almost 20%...
Global Daily: Strait Talk
Despite many false dawns, markets remain upbeat on prospects for peace between the United States and Iran...
Regime change at the Fed
Kevin Warsh is expected to be sworn in as the new Fed Chair today, relieving Jerome Powell from his duty as Chair pro tempore.
Exclusive ❶ OPEC ❷ NOPEC ❸ Pecking O
The Iran war could plausibly foreshadow more fragmented energy markets, with split systems of defence, FX and swaplines, leaving middle powers in a difficult position.
Global Daily: Back to the Well
Hormuz diary, day 79. The strait remains functionally closed and global crude and refined product stocks are rapidly drawing down...