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… Oil Price: US-Iran Truce Hopes vs Houthi Attacks Oil prices declined as markets weighed potential U.S.-Iran peace talks against renewed attacks and supply risks in the Middle East, particularly concerns… Greenlandic Independence Seen as Main Risk Greenland’s strategic location makes it vital to U.S. and NATO Arctic defense, particularly for monitoring Russian submarines, protecting North Atlantic supply lines, and supporting…
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
Oil Price Drops on US Iran Truce But Supply Risks Remain
Geopolitical Implications of the Greenland Deal
09Oct 26
