Geopolitics
Find economic insights and analysis on the latest geopolitical developments and their local and global implications.
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...
Exclusive 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.
Exclusive Middle East conflict: The impact on Australia's agriculture and economy
Disruption to Middle East shipping routes is pushing up fuel and fertiliser prices, creating new headwinds for Australian agriculture and inflation.
Exclusive Unwrapped: Plastic packaging matters | March 2026
Geopolitical tensions, evolving regulation, and weakening recycling economics are colliding to reshape plastic packaging supply chains, costs, and compliance worldwide.
Exclusive Iran and the Strait of Hormuz 2.0
The disruption in the Strait of Hormuz has triggered a cascading impact across global energy systems, tightening oil markets and constraining gas supply.
Exclusive How the crisis in the Middle East could impact the local and global poultry industry
The Iran war has disrupted poultry supply chains, trade flows, and input availability in the Middle East, pressuring the local industry and global exporters.
The impact of the war with Iran for the US economy
While a recession is unlikely, inflation could rise substantially, albeit temporarily.
Exclusive Canada Update: Snowflake
CAD avoids the high-volatility, high-risk profile that deters investors in a risk‑off environment, making it comparatively more attractive among commodity currencies.
Exclusive Mexico Update: Energized
MXN’s asymmetric beta to risk persists: in a high‑rate world it remains relatively resilient during risk‑off, supporting continued demand for Mexican assets...
Global fertilizer markets feel impact of conflict in the Middle East
The current conflict in the Middle East is disrupting global fertilizer markets, raising prices and tightening supply across global agriculture.
Another supply shock for the Fed
A second supply shock – from higher oil prices – is expected to hit the US economy.
Energy Insights of the Week
In the wake of the U.S. - Iran conflict, we are raising our energy price forecasts.