Copper is emerging as one of the most strategically important raw materials of the coming decades, and not primarily because of electric vehicles or renewable power, as once assumed. A new projection from S&P Global points to artificial intelligence, defense,… Read More ›
Geopolitics
Germany’s Export Engine Stalls as U.S. and China Pressures Reshape Global Trade
Germany’s export-led economic model is facing one of its most persistent stress tests in decades. Warnings from the country’s trade sector point to a prolonged slump in shipments to its two most important external markets—the **United States** and **China**—with little… Read More ›
Inside Washington’s High-Risk Caracas Raid and the Intelligence Architecture Behind It
The capture of Nicolás Maduro was not the product of improvisation or a single night’s decision, but the culmination of months of intelligence gathering, rehearsal, and political calculation inside Washington. Framed publicly as a decisive strike against narcotics trafficking and… Read More ›
Venezuela Intervention Redraws Trump’s Foreign Policy Boundaries Beyond MAGA Orthodoxy
President Donald Trump built his political identity on a sharp rejection of what he portrayed as decades of misguided U.S. interventionism. From campaign rallies to inaugural speeches, the core promise of the MAGA agenda was restraint abroad and focus at… Read More ›
A Monetary Turning Point Marks Bulgaria’s Deepest Integration with Europe
Bulgaria entered a new economic era as it formally adopted the euro, closing the chapter on its national currency, the lev, and completing one of the most consequential transitions since joining the European Union. The changeover was marked with public… Read More ›
Festive Stockpiling Lifts China’s Factories as Policy Limits and Demand Strains Persist
China’s manufacturing sector delivered an unexpected signal of life in December, ending a record eight-month contraction streak and briefly restoring growth momentum to the world’s second-largest economy. The rebound was not driven by a structural turnaround or a revival in… Read More ›
Platinum’s Historic Surge Redefines the Outlook for Industrial Metals
Platinum markets have been jolted into a rare moment of euphoria, with prices on track for their strongest monthly performance in nearly four decades. The rally, unfolding through December, reflects more than speculative enthusiasm. It is being driven by a… Read More ›
Tax Cuts Power Near-Term Momentum as Structural Fault Lines Test U.S. Growth
The U.S. economy is entering a phase where near-term momentum is being lifted by fiscal stimulus even as deeper structural risks remain unresolved. After a volatile period marked by trade disruption, policy uncertainty, and uneven labor market signals, growth is… Read More ›
Peace Signals Trigger a Tactical Retreat in Europe’s Defense Rally
European defense stocks began the final trading week of the year under notable pressure, as renewed diplomatic momentum around a potential Ukraine peace deal prompted investors to reassess one of the region’s strongest equity themes of recent years. Shares in… Read More ›
Washington Buys Time on Chip War as U.S. Pushes China Tariffs Into the Next Decade
The United States’ decision to delay the announcement and implementation of tariffs on Chinese semiconductor imports until 2027 reflects a calculated recalibration of its technology confrontation with Beijing. While Washington has formally concluded that China’s pursuit of dominance in the… Read More ›