Global Scans · Geopolitics · Weekly Summary

• [New] The Salafi-Jihadi Movement in Syria: ISIS remains a serious threat to US interests in Syria and could exploit any opportunities created by infighting between rival political groups in Syria. Institute for the Study of War
• [New] Easing geopolitical tensions and falling oil prices have reduced inflationary fears, supporting Treasury demand. Chrisman Commentary
• [New] Transnet's challenges in meeting port demand are not unique; global ports face widespread congestion and operational disruptions driven by geopolitical tensions, severe weather, cyber threats, and labour shortages. NATCO
• [New] Macroeconomic factors, including the strengthening of global oil demand recovery and geopolitical risks, further amplify uncertainty for SLB's short-term trajectory. PandaForecast.com
• [New] A modest allocation to gold remains prudent as a hedge against both geopolitical shocks and rising fiscal risk in the U.S. Synapse Trading
• [New] Geopolitical tensions and extreme weather conditions are impacting natural gas prices, with traders monitoring Iran's response to Washington's actions and the potential for supply disruptions. morpher.com
• [New] As the world's third-largest oil importer, India is acutely aware of the geopolitical risks associated with its oil supply chain. Observer Voice
• [New] Geopolitical Tensions Ongoing conflicts in the Middle East and threats to supply chains led to occasional price spikes due to supply-side concerns. ITB Forex Broker
• [New] Disruptions to energy supplies, once rare, have become recurring features in a world increasingly shaped by geopolitical rivalry. European Council on Foreign Relations (ECFR)
• [New] How Geopolitical Risks and OPEC Decisions Shape Oil Prices Short-Term (2025) Geopolitical tensions like expanded U.S. sanctions on Russian oil and a renewed maximum pressure campaign against Iran could cut global oil supply by 1 million barrels / day. NAGA
• [New] Geopolitical Risks: De-escalation in the Middle East lowers the immediate threat to oil supply, causing WTI to retreat from recent highs. Moneta | Trade Forex, Indices, Commodities & More
• [New] Geopolitical Risks: Easing Middle East tensions have reduced demand for safe-haven assets like silver, pressuring prices near technical support. Moneta | Trade Forex, Indices, Commodities & More
• [New] Geopolitical Risks: Despite a ceasefire between Israel and Iran, geopolitical tensions persist. giacoloredstones
• [New] Macquarie Global Bond Fund underperformed its benchmark, with defensive positioning, modest duration increases, and selective high yield exposure amid heightened volatility and geopolitical risks. Seeking Alpha
• [New] Analysts are closely monitoring the situation to determine whether Bitcoin will surge past the $110,000 mark or face renewed downward pressure if geopolitical tensions persist. Blogger
• Geopolitical Risk: The escalating conflict involving Iran and Israel is a central theme, driving demand for safe-haven assets like the US dollar and gold. TIOmarkets
• Following a recent easing of geopolitical tensions in the Middle East, financial markets have entered a notably constructive phase, one that could pave the way for renewed momentum across risk assets, including cryptocurrencies. cryptonews
• Political or diplomatic developments outside the fighting in Ukraine could alter states' behaviour and influence the international order. Rand Corporation
• Investors are now increasingly wary, viewing stocks, bonds, and currencies as susceptible to disruptions stemming from geopolitical tensions, particularly the precarious ceasefire between Israel and Iran, fluctuating oil prices, and uncertainties surrounding trade relations with China and Europe. The Munich Eye
• Geopolitical Risks: Global stability remains intact, but political pressure on the Fed introduces uncertainty, prompting investors to seek refuge in gold. Moneta | Trade Forex, Indices, Commodities & More
• Global Commodity Price Softening: While still subject to geopolitical risks, a general softening in global commodity prices (especially crude oil, which India heavily imports) has also provided some relief on the imported inflation front. Serrari Group - Serrari | Finance Tips, Tools, Macro &

Last updated: 06 July 2025