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Geopolitical Market Analysis

Geopolitical Market Analysis: Navigating Fragmentation, Energy Shocks, and the New Geo-Paradigm in Mid-2026 As of early August 2026, global markets operate under a structural “geo-paradigm.” Geopolitical shocks are no longer episodic disruptions; they have become persistent drivers of the macro regime, reshaping trade flows, supply chains, industrial policy, capital allocation, and inflation dynamics. The first […]