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Geopolitics & Markets

US-China 145% Tariffs: The Capital Markets Shock

May 11, 2026April 14, 2026 by Bruno

From frozen IPOs to widening credit spreads, the US-China 145% tariff war is reshaping capital markets in ways not seen since the financial crisis.

Categories Capital Markets, Geopolitics & Markets Tags bonds, capital markets, IPO market, tariffs, trade war Leave a comment

Pentagon’s Drone Spending Boom: Which Defense Stocks to Watch

April 10, 2026April 9, 2026 by Bruno

The Iran war proved drones are decisive in modern combat. Pentagon contracts are accelerating — here are the defense stocks analysts are watching in 2026.

Categories Geopolitics & Markets Tags defense stocks, drone stocks, military spending, Pentagon, stock market Leave a comment

Polymarket’s Iran Bets Raise Prediction Market Reckoning

April 11, 2026April 9, 2026 by Bruno

Newly created Polymarket accounts placed big ceasefire bets hours before Trump’s announcement. Are prediction markets becoming a haven for insider trading?

Categories Geopolitics & Markets Tags capital markets, Iran ceasefire, market regulation, Polymarket, prediction markets Leave a comment
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