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Germany’s Zeitenwende: The Turning Point Before 2029
On February 27, 2022, three days into a war nobody in Berlin had planned for, Olaf Scholz walked into an emergency session of the...
Beijing’s Two-Track Money Play: A Stronger Yuan for Washington, a Harder Line on Belt and Road Debt
Today's Numbers
$126.4bn (China's record H1 2026 Belt and Road engagement) · 8 (straight sessions of a stronger PBOC yuan fix, the longest streak since...
US Space Weaponization: What It Means to China and Russia?
The United States (US) Air Force Secretary, Troy Meink, recently stated that the US has weapons stationed in Earth’s orbit. Some experts worldwide see...
Trump’s Iran Opening Sinks Oil: What Markets Are Pricing In Before He Meets Xi
TODAY'S NUMBERS
$100.65 (Brent crude, -3.1%) · $4,355 (gold, per oz.) · 3.75%-4.00% (Fed funds rate)
Oil is pricing in Iranian de-escalation while gold barely moves —...
Lessons from German-Dutch Military Integration for Japan and South Korea
The NATO Response Force (NRF) and EU Battlegroups have demonstrated that placing multinational forces on standby does not automatically make them immediately operational. German-Dutch...
Healing Amid Chaos: Listening to Reason at the Eleventh Hour
“When you have listened to Reason, it is wise to agree that all things are one.” -Heraclitus, Fragments
In world politics, nothing is disconnected. Though...
Between Washington and Beijing: Can Central Asia Preserve Its Multi-Vector Technology Policy?
The United States is preparing to tell dozens of partner countries that they may have to choose between American and Chinese approaches to cooperation...
How the Houthis’ Control of Bab el-Mandeb Could Reshape Red Sea Shipping
Yemen's civil war has returned to the centre of a much wider regional conflict. In September, the Iran-aligned Houthis launched a rapid offensive along...
The War That Survived Its Enemy
Twenty-five years after September 11, the Twin Towers are gone from New York’s skyline, Osama bin Laden has been dead for more than fifteen...
Why the Fed’s Hike Won’t Bring Gulf Money Back to Wall Street
TODAY'S NUMBERS:
3.75%–4.00% (Fed's new rate, first hike since 2023) · 100.07 (Dollar Index) · $127.08bn (Korea's 2026 portfolio outflow). The dollar's rebound is being...