There are early signs that Political risks have plateaued in the Oil space and US military retaliations may not be as escalatory as portrayed by many media outlets. Read our week’s geopolitics take below!
Are Iran and the US headed for war? What steps lay ahead of us? And how could it spill over in to oil prices and inflation?
Are we moving closer to a solution of the Red Sea Crisis or further away? Read our prognosis in this week’s Great Game
Don’t forget to join our Premium Q&A on Tuesday – either 9AM CET or 9AM EST depending on your time zone and calendar. We’ll give you all the latest on inflation, the Red Sea, liquidity and everything else you’d expect from us. Join us via these links: Americas (9AM EST): https://us06web.zoom.us/j/84469410952 Asia/Europe (9AM CET): https://us06web.zoom.us/j/85493369343
The Red Sea Crisis has enormous effect on global markets and threatens to cause a second inflation wave. But the real question is – when will it end? Here’s our prognosis of possible solutions
Will the Houthi attacks carry on and will Xi invade Taiwan? We give our take on the hotspots in global affairs right now
Three potential geopolitical events that every investor should watch in January!
Hamas has rejected a ceasefire offer from Egypt – but could it actually be really good news? Read why!
We take a closer look at what’s going on in the Red Sea, where major shipping giants have re-routed cargo ships to travel south of Africa. Simultaneously both the EU and the US are struggling to find political backing for continued funding for the Ukraine war. Read my outlook and prognosis right here in the Great Game!
COP28, Gaza, and Japan have taken center stage in our analysis of global geopolitics this week. Read our 3 key points below!
This week, we cover the Venezuelan invasion of Essequibo, troubles in East Africa and Israel’s renewed offensive in Gaza
Is Geert Wilders a non-event for markets or a signal that Europe is moving right? What is going on with the attacks on Israeli shipping? We take a closer look on the week in geopolitics
We are edging closer to a truce in Gaza – but what does that tell us about Israel’s position and the future of the Middle East?
With Donald Trump performing relatively well in recent polls – is he actually the favorite going into 2024? We take a look at some key demographics.
Have the Russians re-gained the initiative? Will Ukraine hold elections? Will we finally see a road to peace? Here’s our 3 key predictions for Ukraine in 2024
Why are world powers moving naval assets to the Middle East and why does it matter for your portfolio? And what’s going on in Congress? Read it all in this week’s Great Game
Are we in a calm before the storm is unleashed on Gaza? We deliver answers on three key geopolitical questions.
The Polish voters delivered a shocking election result – but what will it mean for European and global politics?
Is it 1973 all over again? What is Hamas’ masterplan? How will Israel respond?
Congress reached a settlement and postponed the government shutdown – but where does this leave the Republicans, who seemingly blinked first?
Did you miss our Premium Q&A on Tuesday? Don’t worry – you can watch the entire session right here!
Russia has cut off its diesel exports – but why? What’s the big plan and how will it affect support for Ukraine?
Tune in to the monthly Q&A to hear all about Part 2 of the Energy Crisis!
Welcome to this week’s Great Game – your weekly overview of global events and how to read them. This week we cover Southern Europe with the current refugee crisis as the starting point. Countries such as Italy, Spain, Croatia and Greece have much better growth rates than Germany, Sweden etc., but they are about to be hit by another massive migration challenge. Why is that and what is to come? Lampedusa under siege Last week as many as 7,000 African refugees landed on the small Italian island of Lampedusa. That’s an enormous number considering that the native Lampedusians number some 6,000. In total, Italy has received almost 126,000 refugees in 2023, which is twice as many as the same period in 2022. While these numbers are in themselves unsustainable, the suddent massive inflow into Lampedusa has overwhelmed the local infrastructure and caused clashes between refugees and local law enforcement. President of the European Commission, Ursula von der Leyen, paid a visit to Lampedusa over the weekend, reassuring the locals and the Italians that the EU will help out. But how? There is very little will inside the EU to relieve the pressure on Italy by taking actual migrants off their hands and there is no will to deploy heavy weaponry to the Mediterranean to keep migrant boats out. Von der Leyens focus is on strengthening Frontex, the EU agency tasked with keeping migrants out and defending the borders of the continent, as well as aiding the Tunisian and Libyan […]
Joe Biden travels the world taking W’s while Kim Kardashian gets involved on the world stage. Tune in to this week’s Great Game!
President Biden flies to South Asia on a charm offensive. But what can he accomplish and what will the Chinese do?
Are the Ukrainians breaking through to Tokmak? Social media is full of rumours and predictions – here’s what you need to know!
Will the Dutch and Danish F16s push back Russia? Will the BRICS be able to muster the global south and fight off the dominance of the USD?
View the recording of yesterday’s Q&A session
I think Biden’s executive order on investment screening is actually a good sign for US-China relations and a part of the ongoing “mini-detente”. Read why!