US Canadian Relations on the Line The upcoming USMCA review is a critical moment for U.S.-Canada trade relations. At the moment, Canada has not meaningfully addressed several U.S. complaints, especially in dairy, agriculture, streaming, and alcohol markets. Some of the…
The European Union Plan to Catch up on Tech The European Union has proposed a broad plan to strengthen its domestic tech supply chains and reduce dependence on US and Asian firms in areas like semiconductors, AI, and cloud computing…
Deal to Open Strait of Hormuz is Close The U.S. and Iran are close to a preliminary agreement that could extend the cease-fire, reopen the Strait of Hormuz, and set up later talks on Iran’s nuclear program and sanctions relief…
The US and Israel Did Have a Iran Plan A New York Times article notes that U.S. and Israeli planners briefly considered installing hard-line former president Mahmoud Ahmadinejad as a pliable leader of Iran after early 2026 strikes killed top…
US Demands Economic and Political Change in Cuba C.I.A. Director John Ratcliffe visited Cuba amid a severe energy crisis — days after Havana said fuel for power plants was exhausted — to deliver President Trump’s demand that Havana make economic…
Geopolitical Implications of Meeting First let's begin with the agenda of the Trump-Xi meeeting below: •Taiwan Issue and US-China Relations • Iran, Strait of Hormuz, and China's Potential Role • Trade Tensions and Economic Cooperation • AI Technology and Semiconductor…
Future of US Gulf Strategic Relationship The recent Gulf war between Iran and U.S./Israeli-aligned forces exposed deep strategic strain: Gulf states feel vulnerable despite long U.S. security guarantees, Iran’s missile-and-drone attacks disrupted shipping through the Strait of Hormuz and regional…
Possible US-Iran Deal but Complications Exist Recent high-level talks between the United States and Iran show a fragile opening for peace, but deep mistrust, recent violence, and uncompromising demands have blocked a deal. Sustaining the current cease-fire, building confidence measures,…
Ceasefire: Nuclear Enrichment and Strait of Hormuz The two-week ceasefire between the United States, Israel, and Iran is fragile and leaves many core disputes unresolved. Key issues—Iran’s nuclear program, Lebanon/Hezbollah, demands for compensation, the risk of terrorism and proxy attacks,…
Trump-Xi Meeting Postponed due Conflict in Middle East U.S. President Donald Trump unexpectedly asked China to delay Xi Jinping’s planned visit amid the widening Iran war, casting doubt on the high-profile diplomatic exchange meant to stabilize U.S.-China ties and extend…
Get the Free
Macro Newsletter!
Macro Insights
