geopolitics

Rep. Elise Stefanik (R-N.Y.) will leave Congress after six terms representing upstate New York at the end of December. Her exit caps a dramatic political evolution from establishment Republican to one of President Donald Trump's closest allies, per a POLITICO report. Stefanik recently hosted a high...

For more than a decade, China has been waging a quiet offensive against the U.S. dollar, and the front line has been oil. Beijing’s pitch to oil-producing countries has been simple: stop pricing your crude in U.S. dollars and start accepting Chinese yuan instead. Every barrel that trades in...

 Jamie Dimon, CEO of JPMorgan Chase (NYSE:JPM), emphasized the importance of international relations and geopolitics for the U.S. amid his steadfast belief in America’s economic potential. “I don’t worry about the U.S. economy,” said Dimon in a live podcast with...

In 2026, markets are navigating two powerful, seemingly different sources of uncertainty. Escalating conflict in the Middle East and growing stress in the private credit industry. At first glance, the risks appear separate—one tied to commodities and global politics, the other to financial market...

Cheap energy was supposed to be the easy win for the Trump administration. Instead, oil markets are moving in the opposite direction. Crude briefly surged to around $119 per barrel, the highest level since 2022, as escalating tensions involving the U.S., Israel and Iran rattled global energy...

Energy stocks are diverging sharply from the rest of the U.S. equity market as oil prices surge following the outbreak of conflict in Iran — a pattern investors haven't seen since the 2022 Russian invasion of Ukraine. Five days into the conflict, the broader market has absorbed the geopolitical...

Wall Street mounted a relief rally Wednesday as traders weighed reports of potential U.S.-Iran diplomatic talks. The dominant catalyst was a premarket headline from the New York Times suggesting the two sides could pursue diplomatic dialogue. Oil fell after two straight sessions of rally and...

Editor’s note: The story has been updated with recent developments at 3:50 pm ET. Here are the latest developments in the U.S.–Israel–Iran war on Monday, as the conflict enters its third day. IRGC Commander Claims Strait Of Hormuz Closed An Iranian Revolutionary Guard commander said the...

The arrest of the Venezuelan President Nicolas Maduro brought the seemingly forgotten oil sector into the spotlight. Yet, West Texas Oil (WTI) failed to reverse meaningfully, erasing Monday’s 2% gain and closing at $57 per barrel on Tuesday. “It is premature to evaluate the impact of...

The global system is no longer defined by a single dominant power. Thus, investors can no longer rely on geopolitical assumptions that shaped most of recent history. That was the core message from Marko Papic, Chief Strategist at BCA Research, in his keynote address at the CommBank's 15th Global...

Silver extended its rally to close at $39.71 per ounce, marking a fresh multi-year high just days after the U.S. added the metal to its list of critical minerals. The designation instantly reframed how traders and policymakers view silver. It is not just an industrial input for solar panels and...

BlackRock, in its latest note, highlighted the defense sector as a prime investment opportunity, driven by accelerating geopolitical fragmentation and a global emphasis on national security. What Happened: The financial giant is sharpening its focus on specific regions and technologies, with a...

Senior economist Mohamed El-Erian anticipated a rocky road ahead for the Federal Reserve to formulate the monetary policy, as the “uncertainties” surrounding the federal policies and geopolitical scenario “cloud” the Fed’s policy radar. What Happened: Despite the...

President Donald Trump met with Canadian Prime Minister Mark Carney on the sidelines of the G7 summit in Kananaskis, Alberta, on Monday. The media anticipated the conversation to clarify the tense U.S.-Canada relations, which have been strained over tariff escalations and a repeated proposal to...

As global tensions in the Middle East highlight a volatility in the oil markets, an expert suggests the U.S. economy’s susceptibility to oil price shocks has significantly diminished compared to previous decades. What Happened: According to Bob Elliott, the CIO of Unlimited Funds, the shift...