Geopolitical Cousins The New Rules
63 snips
Feb 3, 2026 They map a world where power and coercion, not central bank minutes, shape macro outcomes. Iran’s stability and escalation risks are debated alongside shifting oil and trade ties. European politics get a makeover with talk of a core EU and Spain’s strategic role. Japan’s potential fiscal and political awakening and the UN’s waning influence round out the geopolitical shift.
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Expert Warning Raised Alarm
- Jacob recalled an Iran security expert who warned that a cornered regime will fight hard.
- That conversation made him believe war felt imminent before diplomatic moves appeared.
Core Europe Wants Faster Decision Making
- Germany proposing a 'two-speed' Europe reflects a shift from unanimous decision-making to a core-led bloc.
- Fewer veto players let core countries act faster on strategic and fiscal priorities.
Germany's Chosen Core For Integration
- Germany's invite list aims to create a pragmatic core (Charlemagne Europe) with Poland and Spain included.
- This core could pursue capital markets, defense cooperation, and strategic-mineral resilience.
