Analysis & Insights

Data-driven geopolitical analysis

Deep dives into what's driving the World Tension Score — conflict, energy, trade, and financial stress explained with live data.

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Research & Insight

Analysis

In-depth analysis of geopolitical risk, inflation, energy markets and global conflict. Data-driven. Updated with current events.

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BreakingNEW
Iran-US Ceasefire: What the Deal Actually Says — and What Could Break It in 14 Days
The US and Iran agreed a 2-week pause on April 7. Exactly what each side agreed to, what each claims victory on, and the five triggers that could collapse it before April 21.
Apr 8, 20269 min read →
EconomicsNEW
Oil Crashes 15%, Stocks Surge — Is the Economy Actually Getting Better?
Markets are celebrating the biggest single-day oil drop since the war began. What actually recovers fast, what takes months, and why oil will not return to $67.
Apr 8, 20268 min read →
GeopoliticsNEW
The Ceasefire That Does Not Include Lebanon — What Israel Is Actually Doing
Netanyahu said clearly: Lebanon is not part of the deal. Then Israel launched its biggest strikes on Beirut of the war. Why the Lebanon front could unravel the entire ceasefire.
Apr 8, 20267 min read →
EconomicsNEW
The US-China Trade War Is Back — And This Time It Is Different
Tariffs above 100% on key goods. But unlike 2018, this escalation is happening against war, dollar stress, and fractured supply chains. What it means for inflation.
Apr 4, 20268 min read →
InvestingNEW
Dollar at 105: Who Gets Hurt, Who Benefits, and What Breaks First
A strong dollar is not just an American story — it is a global inflation mechanism that hits emerging markets, dollar debt, and commodity importers all at once.
Apr 4, 20267 min read →
GeopoliticsNEW
Oil at $112 — Three Scenarios for What Happens Next
The WTM Energy Security Index is at its highest since 2022. Three probability-weighted scenarios for oil from here — and what each means for inflation, gold, and the global economy.
Apr 4, 20269 min read →
Investing
Gold at $4,700: Can It Go to $5,000? What the Data Actually Says
Gold is up 62% in 6 months. Three forces are driving it simultaneously. Here is what the data says about whether $5,000 is next — and what would stop it.
Apr 3, 20268 min read →
Geopolitics
After the Iran War: Five Economic Scenarios and What the WTM Will Tell You
The war will end. But the economic fallout will not simply reverse. Five probability-weighted scenarios for what happens next — and how to track which one plays out.
Apr 3, 20269 min read →
WTM Insight
WTM at 96 But Markets Are Calm: The Most Dangerous Gap in Our Data
The overall score is 96 but the Finance signal is only 48. Markets are not panicking. Historically this gap always closes — the question is which direction.
Apr 3, 20267 min read →
Geopolitics
China, the Iran War, and the Slow Death of the Petrodollar
China imports more oil than any country and has deep ties with Iran. The war is both a risk and an opportunity — and could accelerate the end of the petrodollar system.
Apr 3, 20268 min read →
UAE · Economics
Dubai and the Geopolitical Crisis: Why the UAE Is Both Protected and Exposed
Dubai benefits from $111 oil. But the non-oil economy faces real risks from trade disruption, tourism caution, and the dollar peg. Both sides of the story.
Apr 3, 20268 min read →
Pakistan · Economics
Pakistan Economy and the Oil Crisis: How the Iran War Hits Closest to Home
Pakistan imports 85% of its energy. With Hormuz under threat, here is exactly how the Iran war hits Pakistan harder than almost any other country in the world.
Apr 3, 20268 min read →
India · Economics
India's Impossible Position: How the Iran War Puts New Delhi Between Oil and Diplomacy
India imports 85% of its oil and has deep ties with both Iran and the US. The Iran war puts it in an impossible position. Here is the economic cost.
Apr 3, 20268 min read →
Business Guide
WTM Score at 96: A Practical Business Guide to What It Actually Means
What does a score of 96 mean for your business? A concrete, actionable guide for importers, manufacturers, retailers, and investors. No jargon.
Apr 3, 20267 min read →
Breaking
Liberation Day One Year On: What the Tariffs Actually Did to Prices
The Supreme Court struck them down but the inflation impact continues. New pharma tariffs just launched. One year of data on what Liberation Day really did.
Apr 3, 20269 min read →
Research
WEF Global Risks Report 2026: Geoeconomic Conflict Is Now the Top Risk
The World Economic Forum named geoeconomic confrontation the #1 global risk. Here is how each WEF risk maps to WTM signals and what it means practically.
Apr 3, 20268 min read →
Geopolitics
Sudan’s Civil War: The World’s Largest Crisis No One Is Watching
11 million people displaced. Year 3 of civil war. Here is why it matters economically — gold mining, food prices, Sahel spillover, and great power competition.
Apr 3, 20268 min read →
Investing
Silver at $72: Why Silver Is Outperforming Gold and What It Means
Silver has surged 100% from its 2022 lows and is now outpacing gold. This is an industrial metal story as much as a safe-haven story — and it has serious inflation implications.
Apr 3, 20267 min read →
Asia-Pacific
Asia's Energy Emergency: Why Japan, Philippines, and Australia Declared Crises
Three major Asia-Pacific nations declared energy emergencies within two weeks of the Iran war escalating. Here is exactly why — and what it means for 2.4 billion people.
Apr 2, 20268 min read →
Breaking
Iran War and Oil Prices: What $112 Oil Means for Global Inflation
The US-Israel strikes on Iran pushed oil to $112. Here is exactly how this war threatens global inflation and which countries are most exposed.
Mar 31, 20269 min read →
WTM Update
WTM Score Hits 98: What the Highest Reading in History Means
Five signals simultaneously at extreme levels. Here is what is driving the record score and what history says happens next.
Mar 31, 20268 min read →
Investing
Gold at $4,579: What the Record Price Is Actually Telling You
Gold at an all-time record is a signal about inflation expectations, dollar confidence, and how long this crisis lasts.
Mar 31, 20268 min read →
Breaking
Hormuz Closure Risk: What It Would Actually Mean for Oil and Your Economy
Iran has threatened to close the strait 20% of world oil passes through. Three scenarios, the probabilities, and what each means.
Mar 31, 20269 min read →
Geopolitics
Russia Launched 948 Drones in One Night. Here Is What That Means for the Economy
The largest drone attack in history happened and barely made headlines. Here is why it matters for Europe and global markets.
Mar 29, 20268 min read →
Analysis
Geopolitical risk index 2026 — where the world stands
A data-driven look at global geopolitical risk. WTM score, key drivers, and what history says about markets at this level.
Mar 24, 20268 min read →
Investing
Best assets during geopolitical crisis — what the data shows
When risk rises, which assets protect you? We examine gold, bonds, cash, oil, BTC and more across five major crises.
Mar 24, 20269 min read →
Crypto
Bitcoin as a safe haven — myth or reality?
Does Bitcoin actually protect against geopolitical risk? The data across five major crises gives a clear and surprising answer.
Mar 24, 20268 min read →
Guide
VIX and geopolitical risk — what the fear index actually tells you
The VIX only measures equity volatility. Here is how to read it alongside geopolitical signals for a more complete picture.
Mar 24, 20267 min read →
Trade
How sanctions cause inflation — the economic mechanism explained
Sanctions have direct economic consequences. Here is exactly how they transmit into higher prices.
Mar 24, 20268 min read →
Investing
Global risk indicators every investor should watch in 2026
The specific numbers professional investors watch to manage geopolitical risk. Most are free. All are important.
Mar 24, 20269 min read →
History
Trade wars and inflation: what history tells us
The 1930s Smoot-Hawley tariffs. The 1970s oil embargo. Each time, prices rose. What history says about today's trade tensions.
Mar 24, 20268 min read →
WTM
World Tension Score explained: how we calculate the number
Complete, transparent explanation of every data source, weighting, and calculation behind our daily score.
Mar 24, 20266 min read →
Investing
Gold as an inflation hedge — does it actually work?
Everyone says buy gold when inflation rises. But does the data support it? An honest, evidence-based look in 2026.
Mar 24, 20267 min read →
Geopolitics
Middle East conflict and oil prices: the risk the world is ignoring
The Middle East holds a third of the world's oil. When it is unstable, prices rise everywhere.
Mar 24, 20268 min read →
Guide
How to track geopolitical risk daily (without spending hours on news)
You do not need to read 50 news articles a day. Here are the best signals to watch.
Mar 24, 20266 min read →
Trade
US tariffs and global inflation 2026: what is actually happening
US tariffs are reshaping global trade and pushing prices up. A clear, honest look at how tariffs cause inflation.
Mar 24, 20268 min read →
Economics
Oil prices and inflation: the connection most people miss
When oil gets expensive, everything gets expensive. The real mechanism and what oil above $100 is telling us right now.
Mar 24, 20267 min read →
Guide
What is a geopolitical risk index? A plain-English guide
A geopolitical risk index turns complex global events into a single number. Here is how they work and why they matter.
Mar 24, 20267 min read →
Analysis
How war causes inflation — the data behind the connection
Wars do not just kill people. They kill purchasing power too. Real data from Ukraine, the Middle East and beyond.
Mar 24, 20268 min read →
Education
How geopolitical events cause inflation — explained
Wars, sanctions, and trade conflicts are among the most powerful drivers of inflation. Here is exactly how they work.
Mar 24, 20266 min read →