Global Scans · Geopolitics · Weekly Summary

• [New] Geopolitical Risk: The escalating conflict involving Iran and Israel is a central theme, driving demand for safe-haven assets like the US dollar and gold. TIOmarkets
• [New] Following a recent easing of geopolitical tensions in the Middle East, financial markets have entered a notably constructive phase, one that could pave the way for renewed momentum across risk assets, including cryptocurrencies. cryptonews
• [New] Political or diplomatic developments outside the fighting in Ukraine could alter states' behaviour and influence the international order. Rand Corporation
• [New] Investors are now increasingly wary, viewing stocks, bonds, and currencies as susceptible to disruptions stemming from geopolitical tensions, particularly the precarious ceasefire between Israel and Iran, fluctuating oil prices, and uncertainties surrounding trade relations with China and Europe. The Munich Eye
• [New] Geopolitical Risks: Global stability remains intact, but political pressure on the Fed introduces uncertainty, prompting investors to seek refuge in gold. Moneta | Trade Forex, Indices, Commodities & More
• [New] Global Commodity Price Softening: While still subject to geopolitical risks, a general softening in global commodity prices (especially crude oil, which India heavily imports) has also provided some relief on the imported inflation front. Serrari Group - Serrari | Finance Tips, Tools, Macro &
• [New] The potential partnership with Russia offers Mexico a chance to diversify its energy sources and technologies, which could mitigate geopolitical risks and supply shocks. The Pinnacle Gazette
• [New] Supply chain disruptions, particularly for raw materials used in protectant production, pose challenges, especially in the face of global uncertainties such as pandemics, trade restrictions, or geopolitical tensions. World Wide Digest
• [New] While BB credit spreads remain tight, potential risks such as geopolitical tensions, trade policies and shifts in monetary policy could influence future spread movements. This is Money
• [New] Despite rising global risks from trade tensions and geopolitical conflicts, India's economy remains resilient, with key sectors maintaining momentum. Mint
• [New] In summary, Goldman Sachs continues to expect Brent crude to average around $ 60/bbl in Q4 if geopolitical tensions remain contained. Polyestertime
• [New] Geopolitical Risks: De-escalation in the Middle East slashes the geopolitical premium in crude oil, pressuring WTI lower as supply disruption fears ease. Moneta | Trade Forex, Indices, Commodities & More
• [New] Geopolitical Risks: The Israel-Iran ceasefire boosted risk appetite, but some investors rotated back into the yen as a traditional safe-haven in light of potential residual risks. Moneta | Trade Forex, Indices, Commodities & More
• [New] In the US, the Federal Reserve has already signalled a pause in its easing cycle, citing geopolitical risks to price stability. Charles Stanley
• [New] The US central bank could start easing monetary policy as soon as next month, signaling flexibility amid global economic uncertainty and rising geopolitical risks. FXStreet
• [New] Russia could offer some relief, but it is in Russia's long-term geopolitical interests to leverage its crude capacity to broker a peace deal with Ukraine in its favour that the E.U. will accept. Lynnwood Times
• [New] US Policy and Internal Political Divisions The decision for the US to intervene has exposed and exacerbated deep fissures within the American political landscape, creating a volatile and unpredictable policy environment. Austin Nellessen
• Nigerian businesses are not only navigating inflation and macroeconomic instability but are exposed to external shocks such as geopolitical tensions and disruptions from global conflicts. Punch Newspapers

Last updated: 29 June 2025