The NATO Paradox: Autonomy Off the Shelf
With the old black box monopolies breaking apart, private capital has emerged to underwrite the next era of European warfare.
Manasvi Kommuri8 min read
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4 articles tagged Geopolitics Clear tag
Macro21 April 2026
From Globalisation to Fragmentation: Shipping Routes Under Pressure
Disruptions in the Strait of Hormuz are exposing the fragility of global trade, raising the risk that decades of hyper-globalisation begin to fragment.
Global TradeGeopoliticsShippingGlobalisation
Matthew Mahrous6 min read
Read ArticleMacroCurrent Affairs28 March 2026
Oil’s Risk Premium: War, Backwardation, and the Question of Who Knew
Oil prices are being driven by geopolitics, not fundamentals, raising doubts over whether this is real scarcity or just a temporary risk premium.
CommoditiesGeopoliticsOilBackwardation
Matthew Mahrous4 min read
Read ArticleThe Week That Reset the Rate Narrative
Six central bank holds in 48 hours, Brent crude approaching $96, and a US-Iran military conflict have shattered the consensus rate narrative of early 2026, resetting the dollar, the yen, and the entire FX outlook.
FXFederal ReserveBank of EnglandBank of JapanOilGeopoliticsUS Dollar
Raghu Kohli6 min read
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