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How China’s Infrastructure Strategy Is Reshaping Africa’s Security and Red Sea
China is heavily utilizing its economic tools and infrastructure financing to build deep strategic influence in Africa, integrating the continent's nations into its Belt...
Houthi Gains in Yemen Put the U.S. in a New Red Sea Dilemma
The Iran-aligned Houthis have launched a rapid offensive along Yemen's coast, gaining control over key areas that threaten a crucial Middle East waterway, specifically...
What ‘Strategic Partnership’ Is Covering For in Pakistan’s UAE Relationship
A phrase has been circulating in Pakistani official messaging this year: the UAE relationship is moving "from enduring brotherhood to strategic partnership." It is...
The Arctic Reopens as a Geopolitical Theatre
For much of modern history, the Arctic was protected by geography. Thick ice, brutal weather and distance kept it away from the busy arteries...
Institutional Money Is Rushing Into America. Central Banks Are Rushing Into Gold. Both Are Reading the Same Signal
TODAY'S NUMBERS:
4.94% (US 10-year Treasury yield, near a three-year high) · 289 tonnes (record Q2 central-bank gold buying) · $53.9bn (Gulf funds' record H1...
The US Just Bombed Iran’s Shadow Fleet: What Happens to Oil, Banks and the Next Sanctions War?
TODAY'S NUMBERS:
$100 (Brent crude, after Wednesday's tanker strikes) · 4.92% (US 10-year Treasury yield) · $4,440 (gold, per troy ounce)
Oil and yields are climbing...
Another go for Pyongyang?
In his eagerness to distract attention from Iran and finally secure a diplomatic coup, President Trump is pivoting once again to North Korea. Three...
Gulf: Is a Stable Regional Order Attainable?
An event addresses a moment; a process creates continuity.An event manages adjustment; a process builds order.
Complementing the proposed Muscat/Oman process, diplomatically in circulation since...
Gold Up, Dollar Down, Yields Rising: What Kevin Warsh’s Fed Is Doing to the Reserve Currency
TODAY'S NUMBERS:
$4,388 (gold, per ounce) · 98.6 (dollar index, four-month low) · 4.8% (10-year Treasury yield, highest since 2023). Gold and yields normally move...
Xi’s Global South Tour Signed Zero New Dollars
Coalition-building requires new joint capital committed at the moment of political signaling. Hedging requires only showing up where the money already flows and collecting...