Author: Chief Editor
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Egypt’s Gold Bank Is Not About Gold. It’s About Control
At first glance, Egypt’s announcement sounds technical. Africa’s first specialised gold bank. Refining. Vaulting. Trade finance. Another MoU, another promise. But look closer and it’s something else entirely. This is about who controls value, who controls reserves and who controls the pipes when geopolitics turns hostile. Let’s get one thing straight upfront.… Read the rest
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The US’ Drugs Problem is Domestic, not International
In recent weeks the US has struck alleged narcotics smuggling boats and kidnapped a foreign head of state. One excuse given for these attacks was that Venezuela was responsible for some of the flow of narcotics into the USA. Here we dismantle this facile argument because, for all this force projection, Washington still refuses to…
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Somalia Is No Longer a Peripheral Concern. It Is a Geopolitical Battleground.
Somalia now sits at the intersection of three strategic systems: the Nile basin, the Red Sea corridor and the Middle East security competition. That alone should make it one of the most geopolitically sensitive territories in Africa. It rarely gets treated that way. The Red Sea carries a large share of global trade.… Read the…
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When Institutions Become Optional
Institutions have not collapsed. They have been outmanoeuvred. What we are watching now is not the failure of the post-war order, but its quiet circumvention. Power no longer needs to break institutions to get what it wants. It can move through them, around them and, when necessary, in spite of them – without pulling the…
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The Great Game Is Back – Now Stripped of All Pretence
What we are witnessing now is not a new world order. It is an old one returning – not fully restored, but no longer restrained. The language may be modern and the tools more sophisticated, but the logic is unmistakably familiar. Powerful states are asserting their entitlement over space. Borders are treated as negotiable.… Read…
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Venezuela and the End of Constraint
Venezuela is not the story – permission is. When the United States moves to impose control over Venezuela, openly citing narcotics, or oil, or proximity, or presidential dislike, it is not simply intervening in Latin America. It is signaling that power, not restraint, now defines the outer boundary of acceptable behaviour.… Read the rest
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Five Predictions for 2026 That Matter
2026 will not be defined by a single shock or turning point. Instead it will be by the cumulative impact of policy uncertainty, geopolitical friction and capital repositioning. The old anchors are weakening and markets will be forced to discriminate more aggressively. These are the five calls that will matter most.… Read the rest
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Brazil Macro Brief: October 2025
Brazil posts record trade results in September, set for a full-year $61Bn total trade surplus. The impact of US tariffs completely negated by considerable growths in non-US exports. EU-Mercosur agreement takes on renewed importance, further diminishing US power. Record trade results in September herald a trade surplus bounty by year end.… Read the rest
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China Macro Brief: October 2025
US-China trade war reignites after US extends restrictions against sanctioned Chinese firms. China responds in kind with new restrictions linked to rare earth elements. Trump threatens additional 100% tariffs to commence 1st November. S&P drops by over 2% and cryptocurrencies suffer “largest liquidation event in crypto history”. Trump posts a passive aggressive comment to calm…
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Shifting Trade Winds
Since WW2 the global trade and financial system has primarily favoured the USA. Akin to all empires of old, the US had, and still has, a crucial role in ensuring the system’s stability, delivering continued US prosperity and hegemonic power. President Trump, and his acolytes, do not grasp the above, and through their foreign policy…
