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Monthly Archives: June 2025
Global Risk Monitor: Week in Review – June 27
Last week’s market tone reflected a convergence of stabilizing macro forces: easing geopolitical tensions, falling oil prices, and growing expectations of Federal Reserve rate cuts. But beneath these surface-level catalysts lies a far more powerful narrative: the AI revolution. AI … Continue reading
Wired for Power: How China’s Grid Grab Leaves the U.S. in the Dust
Alec Stapp’s chart isn’t just data—it’s a geopolitical pulse check. China is gobbling up global electricity capacity like it’s at an all-you-can-generate buffet, now pushing past 2,500 GW while the U.S. idles near 1,300 GW. That’s not just scale—it’s intent. … Continue reading
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QOTD: Now the Waiting Game
A very smart someone agrees with GMM. Anyone who has observed the last two decades of history in the Middle East would think hard about unleashing such an attack. You would want to think several steps ahead, and there is … Continue reading
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Iran and China’s Crude Connection
China’s role in the Iran‑Israel conflict isn’t born of strategic grandstanding, but of pragmatic energy calculus. Iran, tightly constrained by Western sanctions, has increasingly tethered its oil lifeline to Beijing, now accounting for approximately 85 percent of its oil exports. This … Continue reading
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CyberFatwa: Tehran’s Retaliation Will Be a Click Away
Recent intelligence from June 2025 confirms a sharp uptick in Iranian cyber activity directed at U.S. critical infrastructure, particularly the electrical grid. As Iran ramps up its offensive cyber operations, utilities and cybersecurity officials have observed increased phishing attempts, credential … Continue reading
Straight to $120: The TACO Trade Returns
In 30 minutes, crude oil futures will flicker to life, and this isn’t just another session. With tensions between Israel and Iran hitting kinetic levels, traders are watching the Strait of Hormuz like it’s the Nasdaq in March 2020. One … Continue reading
Global Risk Montior: Week in Review – June 13
This week presented a paradox that seasoned portfolio and hedge fund managers will recognize immediately: risk is rising, but price action remains oddly composed. With geopolitical tensions escalating in the Middle East, oil surging, and inflation data surprising to the … Continue reading
Global Macro Monitor 