Economy
Financial Brief: A Weekly Roundup on the Geopolitics of Money | Jan 27
EXECUTIVE TAKEAWAYS
Markets this week revealed selective amnesia about risk. Asian equities hit records and investors rotated into duration despite Trump hiking South Korean tariffs...
Gold at $5,000: Why the World Is Rushing Into the Ultimate Safe Haven
Gold has surged to a historic high above $5,000 an ounce, capping one of the strongest rallies in modern market history. The metal gained...
Venezuela and the Petrodollar Question: What Currency Power reveals about Today’s Geopolitics
The US military operation in Venezuela on January 3, 2026, has been framed by the former as a narrow counter-narcotics and democratic enforcement measure....
The Return of Economic Coercion: How Global Power Is Being Redefined
Introduction
Economic coercion in the form of sanctions, tariffs and trade restrictions became a deliberate peacetime tool for global security after World War 1. They...
India, EU Poised to Announce End of Free Trade Talks
India and the European Union are expected to announce the conclusion of long-running negotiations on a free trade agreement on Tuesday, according to Indian...
Geopolitical Risk Moves to the Center of Investment Decisions
Demand for geopolitical analysis is rising sharply as investors struggle to price in risks from wars, trade threats and political shocks. Asset managers and...
Trump Retreats on Greenland Tariffs, Signals Deal Framework Amid NATO Tensions
U.S. President Donald Trump abruptly reversed course on Wednesday, stepping back from threats to impose tariffs on European allies as leverage to secure control...
Markets Face Renewed Threat from Geopolitics, Tariffs
As President Donald Trump begins the second year of his second term, there is renewed volatility in the markets linked to geopolitical tensions and...
Trump Wields Wine Tariffs to Pressure France into Peace Board
U.S. President Donald Trump threatened to impose a 200% tariff on French wines and champagnes, claiming the move would force French President Emmanuel Macron...
Financial Brief: A Weekly Roundup on the Geopolitics of Money | Jan 20
EXECUTIVE TAKEAWAYS
Markets this week revealed fragility beneath calm. The IMF upgraded growth as AI investment masked tariff disruptions, but Trump's Greenland ultimatum revived the...