One macro thesis in your inbox every Sunday. No filler.
A negotiated ceasefire reshapes energy markets, eases geopolitical tensions, and unlocks reconstruction opportunities while creating uncertainty around sanctions.
A hypothetical Israeli military incursion into Tyre would escalate regional tensions, disrupt Mediterranean shipping, and trigger safe-haven flows into gold and energy.
A Chinese military invasion of Taiwan would trigger a massive geopolitical crisis, disrupting global semiconductor supply chains and risking direct US-China military confrontation.