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US GDP accelerated to 3.4% annualised while September real disposable income fell; Treasury yields declined, technology shares sold off, and Japan changed its future ETF disposal pace.
A documented, 40-source economic and strategic investigation of Lula's BRICS currency proposals, US complaints about Pix, the revised USGS Brazilian rare-earth reserves, completed USAR–Serra Verde takeover and US-backed offtake, the Brazilian 2026 election and testable claims of diplomatic pressure.
A 35-chapter historical, legal and geoeconomic investigation into the contested Polish Constitutional Tribunal suspensions and coup allegations, PiS–Tusk–Nawrocki politics, EU integration, public debt, defence, Russia, Belarus, NATO, Ukraine and external pressure.
The Fed held 3.75–4.00% with two dissents while Canada raised rates; US long yields rose despite a softer two-year yield, revealing divergent responses to energy inflation and financing needs.
A comprehensive historical and geopolitical investigation of sea chokepoints, air-cargo markets, Eurasian rail, road freight, shipping ownership, Brazilian export routes and the physical risks of global trade through 2040.
A global strategic inventory of food carryovers, freshwater, fertilizer minerals, oil and gas stocks, uranium, critical minerals, medicines, vaccines, seeds and industrial capacity; distribution, control, substitution and five compound-risk scenarios.
SK hynix's contracted HBM capacity and record profits expose a widening gap between supplier earnings and downstream AI financing, while Australia and New Zealand diverge on inflation and rates.
Brazil's 13.88% equity selloff, FX depreciation and debt-auction cancellation contrast with gains in US and European stocks and stable US yields.
The TSE confirms Lula's 51.79% runoff win as Brazil approaches Monday trading with ten-year US Treasury yields at 5.00%, oil costs elevated and policy outcomes still conditional.
ICI estimates US$471.677bn of net long-term fund and ETF outflows with a major collective-investment-trust effect; ETF issuance, money-market assets and earlier TIC inflows require separate accounting.
Brazil's Sunday runoff creates a closed-market political information shock as Friday's crude futures reflect renewed Gulf shipping risk; the cross-asset transmission depends on fiscal institutions, dollar yields and physical throughput.
How renewables, fossil asset retirement, grids, critical minerals, nuclear power, energy access and industrial competition change productive capacity and risk.
Theses, risks and indicators from up to three publications, with the date of each assessment.