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Global Political Analysis

Is America handing China the keys to the palace?

Thursday, 28 August 2025, written by Andy Langenkamp

Markets shrug at Trump’s attack on Fed Governor Lisa Cook. Yet it’s another blow to America’s reputation and foundations. Is this accelerating the shift of power toward China?

This report is published: Bi-weekly

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Previous reports

The Bayrou Bet – France’s Dangerous Dance with Debt

Wednesday, 27 August 2025

France teeters on a fiscal tightrope, with Prime Minister Bayrou as its daring acrobat. Will he fall, or miraculously hold steady? In this interim report, we present the most likely scenarios and the political and economic ripples that this high-stakes gamble will unleash.

Calm Before the China-U.S. Storm?

Thursday, 14 August 2025

Behind the renewed tariff truce between China and the US lies a high-stakes contest for technological dominance. From rare earth leverage to AI supremacy, we unpack the strategies, risks, and the emerging splinternet that could define the 21st century.

Growling Gorilla vs. Sly Fox – Trade War Without Endgame

Thursday, 31 July 2025

From Seoul to São Paulo the tariff storm rages, but its eye sits squarely over Beijing. Will Trump unleash economic shock therapy, extend the 90‑day pause for China, or finally strike a deal that reshapes the world’s most critical relationship?

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.