Geopolitics
Find economic insights and analysis on the latest geopolitical developments and their local and global implications.
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...
Remaking the world economy: America Perestroika and global trade
Join RaboResearch Senior Market Strategist Ben Picton and Global Strategist Michael Every as they unpack the rapid changes that are underway in the global economic system
Global Daily: Massive Life Support
“On massive life support” was Donald Trump’s characterisation of the US-Iran ceasefire yesterday...
Up and down we go
Oil markets are experiencing extreme volatility, reacting to every new – often conflicting – signal from the White House on the war’s outcome.
Global Daily: The Little Red Hen
Markets are bulled-up this morning on prospects for peace in the Iran war. The S&P500 and NASDAQ closed at fresh all-time highs...
Global Daily: Give Peace a Chance
It was TACO Tuesday again in the United States this week as President Trump announced that he was pausing Operation Freedom “for a short period”...
Governor Powell
As widely expected, the FOMC remained on hold.
Australian farmland price outlook 2026: Growth of farmland values expected to ease amid tight on-farm margins
Outlook for Australian farmland values shows stabilisation in 2025 and a shift to moderated growth, with grazing gains, softer arable prices and low single-digit growth.