Independent research on geopolitics and macro policy for professional readers — connecting political risk to rates, energy and currencies.
Coverage across the Gulf, Eurasia and Asia — leadership, alignments and escalation risk, and what they mean for markets.
Policy trajectories across the Fed, ECB and G10 — the reaction function behind the decisions, not just the decisions.
Chokepoints, sanctions and supply corridors, read against curves, spreads and flows.
We read primary sources and price action side by side, and publish a considered view rather than a news feed. Coverage is deliberately narrow: the political and policy questions that actually move markets, followed until they resolve.
Research is written for decision-makers — concise, dated, and accountable to what was said before.
Client and subscription enquiries: research@geopolresearch.com