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Global Political Analysis

Trump’s Magnum Opus – One Bill to Rule Them All

Thursday, 03 July 2025, written by Andy Langenkamp

The One Big Beautiful Bill represents one of the most ambitious and controversial legislative initiatives in recent U.S. history. In a single, sweeping package, the Republican Party under Trump aims to cement its economic and social vision. How will its implementation and the reactions of voters and markets unfold?

This report is published: Bi-weekly

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Previous reports

The Israel-Iran clash: de-escalation or descent into regional war?

Thursday, 19 June 2025

The war between Israel and Iran is the outcome of a long-standing rivalry, deeply intertwined with the broader power struggle in the region and a shifting global order. In this report, we briefly outline the current state of affairs, the underlying motivations of the key players, the possible scenarios, and the implications for markets and the global economy.

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Historical lessons for an uncertain geopolitical future

Thursday, 05 June 2025

Several global shocks and rising geopolitical tensions are making globalization - and its positive effects - less obvious. History suggests that the pendulum may swing in the direction of protectionism and fragmentation in the near future, but this is not certain. What are the possible scenarios, which is most likely and what does this mean for financial markets?
 

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Dragon vs Eagle – The Making of A New World Order

Thursday, 22 May 2025

Recent geopolitical and economic developments – from trade deals to aggressive military rhetoric –  are merely the opening salvos of a far greater confrontation. These events are not disconnected threads, but part of a tapestry being woven by the rivalry between China and the US.

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Analysis on request and consultancy

In today’s complex, volatile, and interconnected business and investing environment, decision-makers often find it challenging to sift effectively through the vast amounts of data about (geo)political, financial, and economic risks. Our Global Political Analysis reports and Bi-Weekly insights cut through the noise to help you understand the political risks ahead. For clients needing customized analysis, monitoring, scenarios, and forecasts, we provide various consultancy services and offer analysis upon request. 

Feel free to reach out to our Senior Political Analyst, Andy Langenkamp to discuss your options.