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Geopolitics & Markets

Analysis of how trade policy, sanctions, elections, conflict, and cross-border regulation affect financial markets. We focus on documented policy actions and measurable market channels.

US-China 145% Tariffs: The Capital Markets Shock

September 12, 2026April 14, 2026 by Bruno
US-China 145% Tariffs: The Capital Markets Shock

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

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

September 12, 2026April 9, 2026 by Bruno
Pentagon’s Drone Spending Boom: Which Defense Stocks to Watch

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

Polymarket’s Iran Bets Raise Prediction Market Reckoning

September 12, 2026April 9, 2026 by Bruno
Polymarket’s Iran Bets Raise Prediction Market Reckoning

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
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