Geopolitics Review
Every Monday I release a piece where I deep dive into one key topic from the previous week in geopolitics and financial markets. I include links to other events that have occurred in the previous week. Over time, this will add to The Geopolitics Database, the link to which can be found below.
Geopolitics Review - 28th April 2025
The Donald Diaries: Trump, Tariffs, and The Art of the Trade War
Geopolitics Review - 21st April 2025
The Donald Diaries: Trump and Russia - Self-Sabotage or Systemic Change?
Geopolitics Review - 31st March 2025
The Donald Diaries: The Ukraine War - In Pursuit of A Ceasefire
Geopolitics Review - 10th March 2025
Hidden Wars: The Democratic Republic of The Congo - Looking Forward
Geopolitics Review - 19th August 2024
“A lie can travel halfway around the world while the truth is still putting its shoes on” - Mark Twain
Geopolitics Review – 22nd July 2024
Contents Introduction The New Cabinet The First Days and Weeks The Kings Speech Starmer On The Global Stage Looking Forward Concluding Remarks
Geopolitics Review - 15th July 2024
Contents Introduction Reflection On The Election Global Voting Systems Concluding Remarks
Geopolitics Review – 8th July 2024
Contents Introduction Election Ramifications The War Pie Concluding Remarks
Geopolitics Review – 1st July 2024
Contents Introduction Tension With Biden and Netanyahu War Cabinet Dissolved. What Next? The Biden Peace Plan Concluding Remarks
Geopolitics Review – 24th June 2024
Contents Introduction Since January Rafah And Border Moves Tensions With Hezbollah Tensions With The International Community Concluding Remarks
Geopolitics and Markets Review – 17th June 2024
Contents Introduction Trade War Returns Why Now? China’s Response Impact On Global Trade What’s Next? Concluding Remarks
Geopolitics and Markets Review – 10th June 2024
Contents Introduction The History Of New Caledonia France And Azerbaijan: A Long Way From Home Looking Forward: New Caledonia, France-Azerbaijan Relations Concluding Remarks Other News This Week In Geopolitics
Geopolitics and Markets Review – 3rd June 2024
Contents Introduction Labour Policies Conservative Policies Landscape In The UK Concluding Remarks Other News In Geopolitics This Week
Geopolitics and Markets Review – 27th May 2024
Contents Introduction Wars For Independence Kosovan Independence And NATO Aftermath of the Kosovo War The Present Day In The Balkans, And Serbia-Kosovo Global Effects From The Balkans Concluding Remarks Other News In Geopolitics This Week
Geopolitics and Markets Review – 20th May 2024
Contents Introduction Cold War In The Balkans Bye, Bye Communism The End of Yugoslavia Concluding Remarks Other News
Geopolitics and Markets Review – 13th May 2024
Contents Introduction WW2 - Events and Consequences In The Balkans The Soviets In WW2 The Turning Tide The Balkan Liberation Emergence From WW2 Concluding Remarks Other News
Geopolitics and Markets Review – 6th May 2024
Contents Introduction Buildup To WW2 Great Depression In The Balkans Concluding Remarks Other News
Geopolitics and Markets Review – 29th April 2024
Contents Introduction The 20th Century Balkan Wars – The League Of The Balkans World War One – Events World War One - Consequences Concluding Remarks
Geopolitics and Markets Review - 22nd April 2024
Contents Introduction Wallachian Revolution of 1848 Herzegovina Uprising (1852-1862) and War With Montenegro (1852-1853, 1858-1859, 1862) Cretan Uprising (1866) The Herzegovinian Uprising (1875) Bulgarian Uprising and Batak Massacre (1876) Wars Outside Ottoman Borders
Geopolitics and Markets Review – 15th April 2024
Contents Introduction The First and Second Serbian Uprising The Wallachian Uprising of 1821 The Rebirth of Greece – Greek War of Independence – Treaty of Adrianople Albanian National Awakening (1830-1839) Bosnian Uprisings (1831-1833, 1834, 1836) Other Wars Outside Ottoman Territory
Geopolitics and Markets Review – 8th April 2024
Contents Introduction Russo-Turkish War of 1806-1812 French Invasion of Russia War of the Sixth Coalition The End of Napoleon Concluding Remarks
Geopolitics and Markets Review – 1st April 2024
Contents Introduction The Napoleonic Age – French Revolutionary Wars Napoleonic Wars War of the Third Coalition War of the Fourth Coalition War of the Fifth Coalition Concluding Remarks
Geopolitics and Markets Review – 25th March 2024
Contents Introduction Loss of Hungary – Great Turkish War Russo-Ottoman Wars and The Great Northern War Ottoman-Venetian War (1714-1718) and Austro-Turkish War (1716-1718) Ottomans Against The World Concluding Remarks Other News
Geopolitics and Markets Review – 18th March 2024
Contents Introduction The Habsburgs - Forever Wars With Austria Poland-Lithuania Wars And Beyond Concluding Remarks
Geopolitics and Markets Review – 11th March 2024
Contents Introduction The Ottoman Empire The Classical Age of the Ottoman Empire The Hungarians Concluding Remarks
Geopolitics and Markets Review – 4th March 2024
Contents Introduction The Geography The Roman Empire The Byzantine Empire Split Of Empires Return Of The Byzantines Second Return Of The Byzantines The Rise Of The Ottomans Concluding Remarks
Geopolitics and Markets Review – 26th February 2024
Contents Introduction The Border Crisis Continues A Lack of Support For Armenian The Turning Tides Armenia’s Future and Azerbaijan’s Hopes Concluding Remarks
Geopolitics and Markets Review - 19th February 2024
Contents 1) Introduction 2) Regional Influence 3) The Second Nagorno-Karabakh War 4) The Events of 2022 and 2023 5) Concluding Remarks
Geopolitics and Markets Review – 12th February 2024
Contents Introduction The Story of Nagorno-Karabakh – Part 2 The First Nagorno-Karabakh War Effects of the First Nagorno-Karabakh War Concluding Remarks
Geopolitics and Markets Review – 5th February 2024
Contents Introduction Azerbaijan and Armenia – The Story of Nagorno-Karabakh – Part 1 The History Concluding Remarks Other News
Geopolitics and Markets Review – 29th January 2024
Contents Introduction More Key Trends In 2024 – China, The Middle East, Rise in Nearshoring and Friendshoring, Exodus Of Former Colonisers From Africa, Rise In Independence Movements. Concluding Remarks Other News
Geopolitics and Markets Review – 22nd January 2024
Contents 1) Introduction 2) Other Key Trends In 2024 3) Concluding Remarks 4) Other News
Geopolitics and Markets Review – 15th January 2024
Contents Introduction More 2024 Elections – Iran, Mexico, El Salvador Concluding Remarks Other News
Geopolitics and Markets Review – 8th January 2024
Contents Introduction Key Elections - Russia, India, Indonesia Concluding Remarks Other News
Geopolitics and Markets Review – 1st January 2024
Contents Introduction Looking Ahead To 2024 A Year of Elections Concluding Remarks Other News
Geopolitics and Markets Review - 18th December 2023
Contents Introduction The War Pie The Foundations of The Peace Pie The Details of The Peace Pie Incentives Towards Peace The Pathway To Peace - A Summary Concluding Remarks
Geopolitics and Markets Review – 11th December 2023
Contents Introduction Types of Judaism and Zionism The Israeli Political Crisis Structure of the Israeli Government Netanyahu and Corruption Netanyahu Politics – Why Some Blame Him For The Israeli-Palestinian Conflict Future of Netanyahu Concluding Remarks
Geopolitics and Markets Review – 4th December 2023
Contents Introduction Who Is Netanyahu Netanyahu and Middle Eastern Geopolitics Israel's Unstable Politics Of The 2010s and 2020s Concluding Remarks
Geopolitics and Markets Review – 27th November 2023
Contents Introduction How Significant Is Israel To The West? How Israel Benefits From The Partnership With The United States Why Israel Is The US’ Foothold In The Middle East Concluding Remarks Discussion On The Israeli-Hamas CeasefireGeopolitics Explained is a reader-supported publication. To receive new posts and support my work, consider becoming a free or…
Geopolitics and Markets Review - 20th November 2023
Contents 1) The New Axis of Resistance 2) The OIC and Arab League Summit: Key Takeaways 3) Concluding Remarks
Geopolitics and Markets Review – 13th November 2023
Contents Introduction Palestinians In Israel Settlements and Changing Borders Concluding RemarksGeopolitics Explained is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
Geopolitics and Markets Review - 6th November 2023
Contents 1) Tensions Rise In September 2) Efforts of Mediation Prove Unsuccessful 3) Saudi Ambassador Visits Palestinian Authority 4) Israel-Hamas 2023 War 5) Global Opinions 6) Concluding RemarksGeopolitics Explained is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
Geopolitics and Markets Review – 30th October 2023
Contents 1) Introduction 2) What is Hamas 3) Punishment 4) Concluding Remarks 5) End Note 6) Other NewsGeopolitics Explained is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
Geopolitics and Markets Review - 23rd October 2023
Contents 1) History of the Israeli Defence Forces 2) 2000 Camp David Summit and The Second Intifada 3) 2006 Elections 4) Timeline to Present Day 5) Concluding RemarksGeopolitics Explained is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
Geopolitics and Markets Review - 16th October 2023
History of the Israeli-Palestine Conflict Continued
Geopolitics and Markets Review – 2nd October 2023
Contents: The Rise of Vietnam Vietnam Economic Development & Contributing Characteristics Emerging From War As A Communist Country Case Study: North Korea vs. Vietnam The Future of Vietnam & Key Characteristics Concluding RemarksGeopolitics Explained is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid…
Geopolitics and Markets Review – 25th September 2023
Contents: 1) The History of The Korean Peninsula 2) The Korean War 3) North Korean Relationship With China 4) Takeaways From Russia-North Korea Meeting 5) Russia-North Korea Historical Relations 6) North Korean Isolationism 7) U.S. Forced Isolationism On China vs. China Choosing To Isolate
Geopolitics and Markets Review – 18th September 2023
An inconsequential meeting or a meeting that signifies the direction of global geopolitics? This week we saw a meeting between Kim Jong Un of North Korea and Vladimir Putin of Russia, where they committed to the fight against imperialism. They’ve committed to the fight against imperialism while fighting in Ukraine, which North Korea expressed support for. An interesting stance to take.
Geopolitics and Markets Review – 11th September 2023
India hosted this year’s iteration of the G20 summit. What were the key takeaways from this year’s summit? And who were the real winners?Geopolitics Explained is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
Geopolitics and Markets Review – 4th September 2023
Coup in Gabon It’s the eighth West African country in which a leader is ousted in a military coup over the last few years, and it’s the second in as many months after Niger. Why are we seeing these coups in Africa? Mali - August 2020 Mali -May 2021 Guinea - September 2021
Geopolitics and Markets Review - 28th August 2023
I was going to write a deeper piece on the Jackson Hole Symposium today, but based on the week we had, I need to write a little on a lot of different topics. I wanted to write additionally about the Camp David Pact and Prigozhin’s death, but it’s been a busy few days so I won’t get everything done I wanted to. Just one of those weeks where I had more I wanted to get done with too little time, so apologies in advance. Also, it was a rush to get this piece out. If you have anything you want me to clarify or data you seek to support the points made in this piece, let me know!
Geopolitics and Markets Review – 21st August 2023
In the upcoming week, we have two of the biggest events of the year in geopolitics and financial markets. The BRICS Summit and the Jackson Hole Symposium. This piece will cover the BRICS Summit, and I hope to release something on Jackson Hole next week.
Geopolitics and Markets Review – 14th August 2023
It was expected that 2023 would see China emerge from its covid-zero policy and retain its role as the world’s consumer powerhouse. Such an expectation hasn’t come true. China is demonstrating some weakness in certain aspects of economic data. What got us to the present day? What has changed in the last three years during COVID? What critical data is demonstrating these changes? And where is China heading next?
Geopolitics and Markets Review – 7th August 2023
In this past week, we’ve seen a coup attempt in Niger. So what happened? Who’s involved? How did we get here and where are we heading?Geopolitics Report is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
Geopolitics and Markets Review – 31st July 2023
This week, a key story was Japan limiting its control on the bond market by allowing the 10Y government bond to rise to 1%, from its 0.5% cap prior. This story prompted me to explore the financial and geopolitical history of how we arrived at this point today. After the story, I’ll explore what we learnt and the mistakes we should avoid in the future.
Geopolitics and Markets Review – 24th July 2023
Many updates on the Russia-Ukraine conflict this week, with Poland looking East, another attack on the Kerch Strait Bridge, and the grain deal appears to be no more.Geopolitics Report is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
Geopolitics and Markets Review – 17th July 2023
I’m back with the Geopolitics and Markets Review, every week. I’ve rested up and I’m ready to dive straight back into the world of geopolitics. Let’s see what’s happened in the last week, and the most important implications.Thanks for reading Geopolitics Report! Subscribe for free to receive new posts and support my work.
Geopolitics and Markets Review – 12th June 2023
Sections Nova Kakhovka Dam Explosion & Ukrainian Counteroffensive Iran Nuclear Facility in The Zagros Mountains Chinese Spy Base in Cuba Other News Aviation and Maritime UpdatesThanks for reading Geopolitics Report! Subscribe for free to receive new posts and support my work.
Geopolitics and Markets Review – 5th June 2023
Sections 1) US Jobs Data 2) Chinese Warship and US Destroyer Almost Clash, US and Chinese Jet Also Almost Clash 3) Saudi To Join BRICS Bank 4) Saudi Arabia's Production Cut 5) Other NewsThanks for reading Geopolitics Report! Subscribe for free to receive new posts and support my work.
Geopolitics and Markets Review – 29th May 2023
Sections 1) Erdogan Re-Elected 2) Debt Ceiling Agreement 3) Germany Enters Recession 4) Taliban Attacks Iran Border Post 5) NVIDIA and AI Stock Market Rally 6) Other NewsThanks for reading Geopolitics Report! Subscribe for free to receive new posts and support my work.
Geopolitics and Markets Review – 22nd May 2023
Sections: 1) Bakhmut Falls, Washington F-16s 2) Debt Ceiling – Biden Cancels Trip To Pacific 3) Influence In The Pacific – U.S. and Micronesia. Papua New Guinea Close 4) Sam Altman Testifies In Senate – His Biggest AI Fear 5) Ledger Recover 6) AI Boom – Restart of FAANG Bubble or A Different Beast?
Geopolitics and Markets Review – 15th May 2023
Sections: 1) Ukraine Sees Massive Explosion 2) Bank of Canada CBDC Queries 3) U.S Official in Saudi For Rail Project Discussion 4) Other News: o China Expels Canadian Diplomat o Armenia-Azerbaijan Border Conflict Arises Once Again o Turkey Elections
Geopolitics and Markets Review – 8th May 2023
This is going to be quite a long version of the weekly geopolitics and markets review, so I’ll include a content page for you to scroll to the sections that interest you.
Geopolitics and Markets Review – 24th April 2023
Sections: 1) Chinese Ambassador to France Says Ex-Soviet States Not Sovereign 2) Lavrov In New York 3) India, Iran, and Armenia Form A Trilateral Group 4) China’s WZ-8 Spy Drone 5) My TravelsThanks for reading Geopolitics Report! Subscribe for free to receive new posts and support my work.
Geopolitics and Markets Review – 17th April 2023
Sections: 1) Poland and Hungary Stop Importing Ukrainian Grain 2) Pentagon Leaks 3) Gold Run, Bitcoin Run, The Delay of Further Contagion 4) Qatar and Bahrain Resume Diplomatic Ties 5) Germany Shuts Its Last 3 Nuclear Power Plants 6) UK's Tory Party Priorities
Geopolitics and Markets Review – 11th April 2023
Apologies I didn’t post like usual on Mondays, I was travelling back from a camping trip, and I spent most of the journey back sleeping. I don’t usually do my most productive work while in and out of sleep so thought I’d hold it until today.Thanks for reading Geopolitics Report! Subscribe for free to receive new posts and support my work.
Geopolitics and Markets Review – 3rd April 2023
Sections: 1) OPEC+ Cuts Oil Production 2) Stock Market Liquidity 3) Binance Sued By CFTC 4) The Open Letter To Pause AI Development Above GPT-4 5) UK’s Trans-Pacific Trade Deal 6) De-Dollarisation 7) China and France Settle LNG Deal In Yuan 8) My Thoughts of the Week
Geopolitics and Markets Review – 27th March 2023
The Xi-Putin Meeting As Xi starts his third term as Chinese President, he travelled to Russia to meet Putin on his first overseas visit since re-election. The key takeaways from the meeting reconfirmed key trends we are seeing in the currencies used for international settlements
Geopolitics and Markets Review – 20th March 2023
Balaji’s Big Bet Bitcoin to $1 million? A 3471.43% increase from today’s price of around $28,000. The best take I’ve seen came from Miles Deutscher who doesn’t agree with Balaji’s theory. But the main aim of the bet was to garner attention and support for the hyperbitcoinization idea. This evidently has worked, with many rushing to take the other side of…
Geopolitics and Markets Review – 13th March 2023
Silicon Valley Bank (SVB) We have the return of black swan events to financial markets, the first since COVID, as described by Yahoo Finance. A black swan event comes as a surprise and has a major effect. With hindsight, it is also explained to appear as less random than it truly was.
Geopolitics and Markets Review – 7th March 2023
France’s Macron in DRC Emmanuel Macron continues on his world tour that nobody bought any tickets for or asked for. Attitudes towards the French in Africa are at low levels. Protests have even emerged in the Democratic Republic of Congo against the French President’s visit
Geopolitics and Markets Review – 28th February 2023
Russia’s START Treaty Suspension The Strategic Arms Reduction Treaty has been a key piece of diplomacy between the United States and Russia since it was first signed in 1991. START ׀ (Signed 31 July 1991, Expired 5 December 2009) detailed that any member couldn’t deploy more than 6000 nuclear warheads and no more than 1600 ICBMs (Intercontinental Ballisti…
Geopolitics and Markets Review – 20th February 2023
Nord Stream Investigation Blown Open, Just Like The Pipeline When the Nord Stream pipelines between Russia and Germany were sabotaged and blown up last September, it was debated who did it. At the time, I believed this was pointless. Whoever did it would have covered their tracks well enough such that it wouldn’t have been discovered. In the short term.
Geopolitics and Markets Review – 13th February 2023
Before the United States empire that we find ourselves existing under today, there was the British Empire. The UK benefitted from the industrial revolution which led to rapid military innovation. The UK had the world’s strongest navy, and an ocean surrounding it. The geography of the UK was its greatest strength.
Geopolitics and Markets Review – 6th February 2023
A quick note before we start. For those who enjoy the weekly news reviews, I’m still writing them but I post them on Reddit and my website and not the substack. There is a link on the web version of substack but for those on mobile, go to geopoliticsexplained.co.uk. The news articles will be posted in the section under media, and the link to Reddit is i…
Geopolitics and Markets Review – 30th January 2023
Ukraine War Escalation – Tanks, Tanks, Tanks Everyone is carefully handing the kitchen sink to Ukraine, and in turn, throwing it at Russia. And they’re sending a few tanks too.Thanks for reading Geopolitics Report! Subscribe for free to receive new posts and support my work.
Geopolitics and Markets Review – 23rd January 2023
Ambitious Projects For those who keep up to date with the geopolitics and markets review every week, you’ll know I've been reading about the Asian Financial Crisis. As I was listening last week, I saw a similarity between 1990s Malaysia, and present-day Saudi Arabia.
Geopolitics and Markets Review - 16th January 2023:
The History: We return to the scenario of the US reaching the self-created debt ceiling. Janet Yellen seems to pull this topic out of the wardrobe when she wants something to talk about. The debt ceiling details the limit on the amount of national debt that the US treasury can take on
Geopolitics and Markets Review - 9th January 2023:
One of the hardest years to predict in the financial markets ever? Jerome Powell has been possessed by Paul Volcker and he is going to crush inflation. This provides us with two possible scenarios.Thanks for reading Geopolitics Report! Subscribe for free to receive new posts and support my work.
Geopolitics and Markets Review - 2nd January 2023:
It’s good to be back as we head into a new year. I hope everybody had a great Christmas and New Year. I had to convince myself that taking a week of rest and relaxing would be a good thing for me. And it definitely was. The number of ideas I’ve had for topics to write about has almost doubled in December, with many coming in the period of downtime. It w…
Geopolitics and Markets Review - 23rd December 2022
Looking Forward To 2023 - Europe Europe had energy storages filled a lot quicker than people suspected in preparation for this winter. And it still might not be enough. Will Europe cope again next winter to get storages filled? More storages need to be created or reopened. And a greater level of energy security needs to be established, on a global level.…
Geopolitics and Markets Review - 21st December 2022
Looking Forward To 2023 - China One aspect of the US $858bn defence bill is to bolster support for Taiwan. The US has claimed China is currently working on a Taiwan reunification strategy before 2027. So we might not see any active assaults on Taiwan in 2023, but it remains a long-term geopolitical issue.
Geopolitics and Markets Review – 19th December 2022
As we approach the end of 2022, we reflect on the events of this year and look forward to the coming year. We had a massive breakthrough in nuclear fusion this past week as a method of energy production. Nuclear fusion is what occurs in the sun that provides us with energy. If we can replicate nuclear fusion, we have an unlimited energy source.
Geopolitics and Markets Review - 12th December 2022
Does winter usually lead to the world of Geopolitics freezing over? Tensions seem to have dropped in recent weeks. Less is being heard in the mainstream media. One way to remain up to date with current events is through Twitter (if you’re on the right side of Twitter) or listening to the right people. So is anything happening in the background? Over the …
Geopolitics and Markets Review - 5th December 2022
Inflation and Supply Chain Issues Does anybody see where a massive fundamental change has occurred in the markets? Because I can’t see one. Even though inflation has seen a drop, Powell still sounded hawkish. Jobs data was stronger than expected, so interest rates will continue to rise, or remain high for a sustained period. 4.5% unemployment is where th…
Geopolitics and Markets Review 28th November 2022:
A quiet week for geopolitics and financial markets. So I'm going to dive into an asset class that has piqued my interest.Thanks for reading Geopolitics Report! Subscribe for free to receive new posts and support my work. Bonds, Bonds, Bonds Are bonds actually starting to look like an attractive asset class? It depends on a few things. Such as which countr…
Geopolitics and Markets Review 21st November 2022:
The G20 fallout saw Xi confront Trudeau. This was about what was a private conversation between the two that Trudeau leaked to the media. The Chinese are known for their privacy in relation to foreign policy. They keep their cards close to their chest. We’re seeing it now with the
Geopolitics and Markets Review 14th November 2022:
Last week we had one of the most active weeks in the markets I’ve seen in a long time. We saw US inflation YoY in October drop to 7.7% against a forecasted 8%. This is the lowest since January 2022 and does it symbolise inflation is coming down As a result of the inflation result,
Geopolitics and Markets Review 7th November 2022:
Lithium Price in China hit 587,500 CNY per tonne. It's up 118% year-to-date. This is due to demand increases in the transition to electric vehicles. Currently, high oil prices are contributing to increased petrol and diesel prices at the pump. The rush to EVs could also be due to government incentives to buy one, such as grants and reduced road tax. Thi…
Geopolitics and Markets Review 31st October 2022:
We continue to trend towards a multipolar world. BRICS applications are increasing, and current members are open to new members. Especially those members who grow the power of the group. Saudi Arabia would be classed as one such member. They have large control over the oil market as the de-facto leader of OPEC. Saudi Arabia will be key to the future of …
Geopolitics and Markets Review 24th October 2022:
Renewable energy indices are dropping. In a big-picture view, this is down to the botched energy transition to clean energy. Oil and natural gas are key parts of everyday life. Their replacements need to be up and running to even start pivoting away from them. Unless we want to deindustrialise, we need fossil fuels.
Geopolitics and Markets Review 17th October 2022:
1) Russia and Ukraine I mentioned last week Russian population demographics. Sending the working population into war through general mobilisation won’t help. But Russia is known for thinking long-term. Do they have a plan to solve their population demographics involving Ukraine? Was the plan for Russia to take complete control of Ukraine and merge the po…
Geopolitics and Markets Review 10th October 2022:
I’ve decided on a name change. Thought it was more fitting to be called The Geopolitics Report, as I talk about Geopolitics. Also, my actual name is Dylan. Going to make this a bit more personal to me so any reader can get to know me, and not somebody behind a screen. Anyway, let's get back to it.
Geopolitics and Markets Review 3rd October 2022:
UK chancellor Kwasi Kwarteng took a U-turn on the 45p tax rate, and it will no longer be scrapped. The initial proposal of the policy caused the pound to plummet towards parity against the dollar. Intervention from the BoE led to a reversal. The BoE had to intervene as UK bond (GILTs) yields skyrocketed so bond prices dropped. This led to pension funds …
Geopolitics and Markets Review 20th September 2022:
Border conflicts are breaking out all over the former Soviet Union. Armenia and Azerbaijan are at odds, while Pelosi was visiting Armenia she spoke supporting them. Turkey supports Azerbaijan and asked Armenia to “cease its provocations”. Turkey is a member of NATO but has relations with Russia. Ergodan was present at the summit in Uzbekistan last week.…
Geopolitics and Markets Review 5th September 2022:
Good morning. Happy Labor Day to those over in The US.Thanks for reading Geopolitics and Markets Review! Subscribe for free to receive new posts and support my work. UK Prime Minister race ends today, with Liz Truss expected to win the vote. Last week, Goldman Sachs forecast that we could see 22% inflation by the end of the year forecast. Whoever is the …
Geopolitics and Markets Review 29th August 2022:
Global indices are dropping this morning, as the $DXY tops $109, and the $SPX stocks above the 50-day moving average have dropped to 63%. Powell’s comments at Jackson Hole last week, in which he said there will be painful times ahead as he plans on raising rates until evidence inflation is dropping, or something else breaks. 10-year is back above 3% and…
Geopolitics and Markets Review 22nd August 2022:
Last week I mentioned Ukrainian ships containing grain that are bound for Africa. The Brave Commander is through Istanbul and heading towards the Mediterranean. It is en route to Djibouti, where it will arrive on 31st August. Three other bulk carriers sit in a port near Odesa, with the Maran Excellence and Maran Astronomer still sitting there from last …
Geopolitics and Financial Markets 15th August 2022:
Rhine River is dropping to levels where boats could struggle to navigate it. This could lead to damaged trade that relies on the Rhine, especially for those who live and work on or close to the river.Thanks for reading Geopolitics and Markets Review! Subscribe for free to receive new posts and support my work.
Geopolitics and Markets Review 1st August 2022:
Welcome to August and congrats to The Lionesses on their Euros win yesterday. Glad one team is bringing it home!Thanks for reading Geopolitics and Markets Review! Subscribe for free to receive new posts and support my work. Nancy Pelosi set off on her tour of Asia on Saturday. It appears the US tested the water by teasing a potential Taiwan visit. All th…
Geopolitics and Markets Review 25th July 2022:
Most mainstream news incites fearmongering. I’ve decided to pivot the geopolitics and market review towards a direction of giving you knowledge, so you feel prepared for anything. I’ll find the stories hidden from the mainstream media, so you don’t have to. I want to help people feel comfortable with the world around us, which is a scary place, but bein…
Geopolitics and Markets Review 22nd July 2022:
I’m going to start with cryptocurrencies, and we’ve seen a rise in the major players over the last month. Bitcoin hit a 52-week low of around $18000 and now finds itself above $23000. @RaoulGMI posted an interesting tweet about how crypto could be linked to M2 YoY deviation from the overall trend, indicating that the crypto market does better when there…
Geopolitics and Markets Review 15th July 2022:
Thanks for reading Geopolitics and Markets Review! Subscribe for free to receive new posts and support my work. Commodities continue their downturn, as oil drops below $100, silver below $19 and gold approaches $1700. Commodities are struggling with the news of potential recession and rate hikes to counter inflation, but supply issues of a lot of commodi…
Geopolitics and Markets Review 13/7/2022:
Thanks for reading Geopolitics and Markets Review! Subscribe for free to receive new posts and support my work. NASA’s new telescope, The James Webb Space Telescope (JWST) has produced some unbelievable images of the universe. It can see billions of light-years away as the power of telescopes is reaching unprecedented levels. It has really made me questi…
Geopolitics and Markets Review 11/7/2022:
A few weeks ago I mentioned wanting to know more about water politics. Certain places around the world are under threat from rising sea levels or drought, both due to rising global temperatures melting ice caps and drying out natural water sources. An example of this, Spain and Portugal are currently going through the driest climate their countries have …
Geopolitics and Markets Review 8/7/2022
Farmers in the Netherlands are in protest over nitrogen emissions. The government wants to reduce these emissions that the farming industry produces through nitrous oxide which is a lot more powerful at warming the planet. It is produced from fertilizer use and livestock which as populations grow, albeit less rapidly in recent years, will require more f…
Geopolitics and Markets Review 6/7/2022:
Commodities are having a dreadful week with gold at $1752.66 per ounce and silver at $19.161 per ounce. Oil, which has dropped below $100 per barrel again, natural gas, wheat, and soybeans, who experienced large price rises on the Russian invasion appear to no longer be affected as much by the war, with recession fears clearly taking over as the leading…
Geopolitics and Markets Review 4/7/2022:
Commodities continue to drop on recession fears after an incredible rally in the first half of the year due to rising inflation. The tug of war between bullish and bearish price movements in commodities is going to bring large volatility to certain commodities as we could see stagflation due to rates not being raised fast enough to counter inflation but…
Geopolitics and Market Review 1/7/2022
Commodities continue to fall on potential recession fears. Oil and US Natural Gas particularly with large drops this week. Metals also continue to drop now below $1800. Gold could be dropping in response to dollar strength. Historically, gold has done well in times of stagflation. It will remain to be seen if inflation is high when recessions are finall…
Geopolitics and Markets Review 29/6/2022:
Major NATO meeting in Madrid this week has a lot of news coming out of it. Sweden and Finland have been approved to join NATO after Turkey finally agreed. Hence all current NATO members approve of the additions. Turkey was opposed to allowing the nations to join due to attitudes toward the Kurdish Workers’ Party, which Turkey said Sweden has supported. …
Geopolitics and Markets Review 27/6/2022:
Lots to unfold today. I bought Peter Zeihan’s new book “The End of the World is Just the Beginning” last week and I am enjoying it thus far. Has a very similar feel to “Sapiens” in that it is currently covering how ancient communities and civilizations lived.