Key Takeaways China’s AI sector has maintained momentum despite U.S. export controls, with firms optimising existing hardware and developing domestic alternatives. Historical data reveals export restrictions may have fuelled rather...
Key Takeaways Polymarket data reflect a subdued 29% implied probability of a Russia-Ukraine ceasefire by end-2025, down significantly from earlier peaks near 70%. Geopolitical betting trends suggest enduring pessimism, with...
Key Takeaways Russian President Putin has signalled conditional support for Western-style security guarantees for Ukraine, potentially reducing conflict risk and impacting global markets. Energy and commodities markets may benefit from...
Key Takeaways President Trump is leading a high-stakes diplomatic effort involving Ukraine, Russia, and key European leaders, signalling potential shifts in geopolitical alliances and market dynamics. Energy markets remain sensitive...
Key Takeaways A potential trilateral summit involving the US, Russia, and Ukraine could catalyse de-escalation and shift global market trajectories, particularly in energy and currency sectors. Investor sentiment shows cautious...
Key Takeaways Diplomatic talks between President Trump and President Zelenskyy, joined by European leaders, mark a critical geopolitical juncture with potential to shift market sentiment, particularly in commodities and equity...
Key Takeaways The Trump-Zelenskyy summit could shape a geopolitical pivot, influencing global commodity flows, gas pricing, and investor risk appetite. A potential peace deal would stabilise energy markets and open...
Key Takeaways Donald Trump’s second-term economic policies—tariffs, deregulation, and fiscal measures—continue to affect markets and investor sentiment as of mid-2025. While investor optimism is buoyed by pro-growth rhetoric, revised GDP...
Key Takeaways US-Ukraine negotiations may reshape global energy dynamics, particularly in natural gas and rare earth minerals. A truce could stimulate global growth via reconstruction funding and revived supply chains,...
Key Takeaways Japan’s $550 billion investment package, linked to a U.S. tariff agreement, targets strategic sectors including semiconductors, shipbuilding, and critical minerals. The agreement allows Japan to maintain U.S. market...
