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Global Political Analysis

Is Europe turning a deaf ear to the warning signs?

Friday, 26 June 2026, written by Andy Langenkamp

From Ukraine and the Gulf to Washington and Shenzhen, the warning signals are flashing at once. The question is not whether strategic autonomy is needed, but whether Europe can build it before the next shock arrives.

This report is published: Bi-weekly

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Previous reports

Hormuz, Blacklists & Warplanes: Markets in the Age of Strategic Anxiety

Friday, 12 June 2026

Hormuz, U.S. blacklists and Europe’s failed fighter-jet project may look like separate headlines. In fact, they mark the same turning point: security and economics have become deeply intertwined. For markets, this opens a new era of conditional globalization, higher risk premia and strategic anxiety.

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Iran, AI & Debt: Market Bets on a Triple Whammy of Good News

Thursday, 04 June 2026

The Iran-Hormuz crisis tests the financial house of cards overnight. Debt tests it day after day. AI may yet reinforce the foundations. This report revolves around three questions: will Hormuz remain open, will AI deliver real productivity gains, and will debt remain sustainable?

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The world is losing its footing - markets haven’t, yet

Monday, 18 May 2026

Trump and Xi are trying to keep their rivalry under control, while Iran and Hormuz are unsettling energy markets, inflation expectations and bonds. This report explains why uncertainty is piling up and what scenarios this creates for the global economy and financial markets.

 

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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. 

 

Global Politics: Overhyped, Underhyped, On Point

Every two weeks, you receive my Global Political Analysis report. In between those editions, I’ll send a short extra update. Drawing on top sources and think tanks, I’ll flag what’s overexposed, what’s underexposed, and what’s spot-on. Please reach out if you’d like me to dive deeper into any topic.

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