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Global Political Analysis

How the US Midterms Reshape Risk, Markets & Power

Friday, 06 February 2026, written by Andy Langenkamp

In nine months, the midterm elections will take place in the US. In this report, we delve deeper into the historical lessons, current fundamentals, the two most likely scenarios, and the implications for geopolitics, the economy, and markets.

This report is published: Bi-weekly

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Previous reports

Only a temporary geopolitical respite

Friday, 23 January 2026

The intervention in Venezuela, the dispute over Greenland, and America's withdrawal from numerous international institutions together signal a radical shift in the rules of geopolitics and economics, with far-reaching consequences for the financial markets.

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The dangerous link between Venezuela, Greenland, and Iran

Friday, 09 January 2026

What starts in Venezuela does not stay in Venezuela. From U.S. intervention in Caracas to pressure on Greenland and warnings aimed at Iran, this report maps how geopolitics, economics, and markets are converging — and why global risk is being redefined.

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Caracas: powder keg in a new world order

Thursday, 11 December 2025

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?

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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.

Archive:

Read article 30th January 2026

Read article 16th January 2026

Read article 5th December 2025

Read article 21st November 2025

Read article 7th November 2025

Read article 24th October 2025