Global Political Analysis

After taking out dozens of suspected narco-smuggling vessels, the United States has now boarded an oil supertanker off Venezuela’s shores. Is this the first step on the road to a 2026 invasion — and how far will the shockwaves travel through global politics and the world economy?

Why is the market suddenly pricing in a real possibility of military conflict with Venezuela? Trump 2.0 is making Latin America the nerve center of his power politics. In this report, we explain why the region is the key indicator for the new world order and what that means for markets.

Republicans took heavy hits in last week’s elections across the country. But is this really the opening act of a Democratic wave in the 2026 midterms — or a misleading burst of blue? And what does it reveal about Trump’s actual leverage heading into the second half of his term? Our new report breaks down what these results - and the redistricting wars - truly signal for U.S. politics, policy and markets.