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The importance of Secretary Rubio’s trip to Uzbekistan

Secretary Marco Rubio will visit Samarkand, Uzbekistan, in “mid-October” to attend a C5+1 summit to engage the Central Asian region. He will also lead...

The Fed Is Pulling Hot Money Out of Asia. Gulf Money Is Edging In — Who Gains the Leverage?

TODAY'S NUMBERS $26.3bn (EM portfolio outflows, September) · 5.29% (US 10-year yield peak, 29 September) · 13% (Asia's share of Mubadala's portfolio, up from 10%)....

The Muscat Process: Making Dialogue a Security Capability

The hour after detectionGulf security is usually discussed in terms of deterrence, military capability, and external partnerships. All three matter. But when a crisis...

The Black Sea’s Quiet Shipping War Reaches NATO Waters

Seventy Miles Off Byala At about 3am on 6 October, aerial and sea drones struck two Turkish-owned cargo ships some 70 nautical miles off the...

Pakistan’s Military Expands Gulf Role as Parliament Sits on the Sidelines

Eleven years after Pakistan decided against joining a Saudi-led intervention in Yemen, the country has now agreed to send more forces to Saudi Arabia...

No Rear Area Left: How the Houthis Took the War Beyond Yemen

A drone strike on a Madinah power station did little physical damage. It confirmed something more consequential: the Houthi threat is no longer a...

Can China and the EU Turn Trade Tensions Into a New Economic Deal?

China is calling for equal dialogue and greater cooperation with the European Union as Brussels and Beijing try to manage growing tensions over trade,...

The Blockade That Doesn’t Exist: How Europe Could Stumble Across Russia’s Kaliningrad Red Line

A Note About a Plan Nobody Has On 30 September Russia sent NATO members a written note claiming it had information that the alliance was...

The Bond Market Is Now a Geopolitical Actor

Three Records in Two Days On Wednesday, 1 October, the US 10-year Treasury yield hit 5.34%, its highest since 2002. The same day, Britain’s 30-year...

Emptying the Embassies: Russia’s Campaign Against Kyiv as a Functioning Capital

Two Bridges and a Warning At about 11:30 on 1 October, a Russian jet drone struck Kyiv's Southern Bridge while a metro train was crossing...

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Why Is Advanced Chip Packaging Becoming the Next Big Battleground in the AI Race?

The global artificial intelligence boom is creating a new...

Could Trump’s Midterm Defeat Push Him to Renew Talks With North Korea?

US President Donald Trump’s midterm election setback could encourage...

Is the Strait of Hormuz Really Safe After the Iran War?

On the surface, seeing ships return to the Strait...

Can China Capitalise on Trump’s Midterm Defeat in the US?

Donald Trump’s weakened political position following the Republican Party’s...
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