Geopolitics
Find economic insights and analysis on the latest geopolitical developments and their local and global implications.
Global Daily: April Fools and the Last Supper
Wednesday saw the unusual occurrence of three Anglosphere heads of government delivering televised addresses to their respective nations within 24 hours of each other...
More persistent inflation
As the war with Iran continues and critical energy infrastructure in the Gulf region has been damaged, we have updated our macroeconomic forecasts for the US.
New Zealand Economic Update: March 2026
The Iran war is now in its fourth week and the critical Strait of Hormuz remains mostly closed to shipping...
Exclusive Energy at the Edge
We are raising our crude oil and natural gas price forecast after a deterioration to the prospect of any swift resumption of energy flows through the Strait of Hormuz.
Global Daily: It Takes Two to TACO
The Iran war rages on and energy importers in Asia continue to look nervously at their ‘days cover’ dashboards for liquid fuels...
Exclusive Energy Insights of the Week
Energy prices continue to climb as the war with Iran disrupts supply and unsettles global markets.
Global Daily: Look to America
US equity indices closed lower yesterday but were comparative outperformers against European and Asian counterparts, which were roundly brutalised.
Geopolitics and the impact of the war in Iran on Australia and the world
A discussion on the impact of the war in Iran and wider geopolitical implications on Australia’s and New Zealand’s economy and agriculture.
FOMC still expects to cut once this year
As widely expected, the FOMC remained on hold at the March 17-18 meeting. Governor Miran dissented again.
Global Daily: The Wrath of Kharg
Brent crude is bid again this morning as markets digest the dump of news over the weekend relating to the Iran war...
Global Daily: Mine, Yours
Major US, European and Asian equity indices all closed in the red yesterday as Brent crude prices again breached the $100/bbl level...
Conflict in the Middle East: Impact on global food and agribusiness
Disruptions in the Middle East are driving volatility in energy, inputs, and trade, with far reaching consequences for global food systems.