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The US-Iran ceasefire agreement should be viewed positively but with caution. The ceasefire has halted the destruction of energy infrastructure in the Gulf, which was increasingly impacting medium-term global supply of oil, gas, critical byproducts and the global economy.
April 2026 | Global
In his April 1 address, President Donald Trump shed little new light on the Iran war and did not comment on its impact on international business, other than gas prices and the stock market.
December 2025 | Europe
Capital Thinking
President-elect Trump’s foreign policy is beginning to take shape, based on pre-inaugural diplomacy and his appointments to date. Uncertainties abound, from unexpected world events—such as a sudden regime change in Syria—to Trump’s mercurial nature, the congressional confirmation process, and how his team settles into producing policy. Areas of Certainty Works in Progress With less than...… Continue Reading
December 2024 | Blog
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December 2024 | Global
November 2024 | Americas
October 2024 | Europe
January 2024 | Europe
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