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Financial Brief: A Weekly Roundup on the Geopolitics of Money | May 05
EXECUTIVE TAKEAWAYS
The S&P 500 fell from record highs after a South Korean ship exploded in the Strait of Hormuz, while oil held above $100...
The Invisible Wall Blocking Industrialization: Case of Tajikistan
Despite cotton’s long-standing role in Tajikistan’s economy, efforts to upgrade the textile sector have repeatedly stalled. The obstacle is neither a simple shortage of...
Follow the Money – Week of April 29, 2026
EXECUTIVE TAKEAWAYS
The Iran conflict escalated from geopolitical crisis to economic inflection point this week.
Oil surged past $109 as the Strait of Hormuz remained largely...
One Europe, One Market: The EU’s Most Ambitious Economic Commitment in Years
On April 24, 2026, the presidents of three of the European Union's most powerful institutions gathered on the sidelines of an informal summit in...
Is the Russian Economy Strong or Just Under Pressure?
Russia’s economy is not collapsing, but it is also not as strong as the Kremlin wants the world to believe. The government’s argument has...
Russia Is Not Dumping Gold
Russia has now sold physical gold from central bank linked reserves for the first time in about a quarter century, and the headline number...
RBI’s Digital Currency Proposal for the BRICS 2026 Agenda
Authors: Edberg D. Cheeran and Chris Teres Jos*
In 2026, the global financial system is witnessing a shift that could alter the functioning of world...
Suez vs Hormuz: One Canal, One Strait, Two Different Laws
The comparison sounds tempting, but it collapses the moment law meets geography. The Strait of Hormuz is a natural waterway linking the Gulf to...
Oil Still Flows Through Hormuz Despite War Blockade Tensions
The Strait of Hormuz has remained heavily disrupted since the start of the Iran war on February 28. A U.S. naval blockade targeting Iranian...
UK to Host International Talks on Reopening Strait of Hormuz
Britain will host a virtual meeting on Thursday aimed at forming a coalition of countries to explore ways to reopen the Strait of Hormuz,...