Diesel Deal: US Domestic Political Considerations President Trump’s plan to reduce US diesel prices by easing sanctions on Russian diesel exports and pursuing a Russia–Ukraine ceasefire involving energy infrastructure. While… Limited Options Against Houthis Saudi Arabia faces a difficult strategic dilemma after intensified Houthi attacks in October 2026. Riyadh must balance military retaliation with the risks of widening the conflict,… Expect a Tougher Stance by the EU on China Trade The European Union and China are moving toward a possible trade confrontation as Europe’s trade deficit with China reaches about… Risk Premium up on European Bonds European bond-market turbulence, especially in France, is increasing concerns about Eurozone fiscal stability and prompting markets to reassess expectations for ECB interest-rate policy. This… US Military and Gulf Counties Keep Oil Flowing The U.S. sanctions and naval blockade are placing severe economic pressure on Iran, restricting oil revenues, foreign currency, imports, and access to… Geopolitical: Brazilian Election Brazil’s October 4 election presents competing foreign-policy visions: Lula favors a more autonomous, multilaeral Brazil that helps shape global rules, while Flávio Bolsonaro would prioritize closer ties…
Trump’s Diesel Deal with Putin: Geopolitical and Domestic Factors
Houthis attack on Saudi Arabia risk conflict in Yemen and Red Sea
EU and China Trade War
Bond Market Turbulence Pressures the Euro
Iran Losing Leverage in the Strait of Hormuz
Brazil Election: Foreign Policy Implications for US and China
16Oct 26
