WHERE GEOPOLITICS MEETS THE MARKETS.
Every Sunday — one issue, one thesis, two parts. The analysis the market is missing.
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21 incidents across 8 countries, running at roughly 3× the annualised global baseline, and the most interesting reading is neither sabotage nor coincidence.
Six weeks of war exposed a pattern that was always there.
Eight days from a central bank meeting where every clean exit has already been closed.
The headline number every research desk quotes. Four layers of architecture keeping it there.
The talks failed. The damage doesn't need them to succeed.
A two-week ceasefire formalises the very architecture it was supposed to dismantle.
