Global Pulse Digest · Jul 4, 2026 Daily Digest
Capital Wars and De-Risking
- 🔥 Capital Wars 1.0: Reports frame US-China rivalry as Capital Wars 1.0 focused on monetary and alliance...

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Oil markets show rapid normalization as Hormuz tanker flows recover, driving Brent toward $70 and tilting the curve into contango.
The geopolitical...
De-risking by China, Europe and Russia forms a collective push against US hegemony and the dollar-Treasury system.
China's economic diplomacy in Africa deliberately ties trade, infrastructure financing, and FDI to its commercial, resource, and political...
Iran’s Strait of Hormuz disruptions and Gulf attacks reveal the real-world friction between US economic chokepoints and military pushback.
Brazil's veto of Venezuela's Brics bid exposed contradictions in "active non-alignment," as selective democratic standards undermined the bloc's...
The AI buildout is tightening global memory supplies, forcing hardware makers to confront rising costs as they compete for components.
The Iran war triggered sharp revisions to 2026 forecasts, with global growth now at 2.5% and possibly 2.1% in a prolonged disruption scenario.
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China is weaponizing rare-earth export controls and canceling EU meetings to counter Brussels' complaints over a €360 billion goods deficit and...
Wealthy donors have already channeled over $1.3 billion into super PACs and political networks ahead of the 2026 midterms, with standout contributions...
Premier Li Qiang highlighted China's economic resilience and push for global innovation cooperation at the WEF Annual Meeting of the New Champions...
Does Macron's flair for grand settings deliver durable diplomatic results at the G7 and beyond?
Despite the US-Iran agreement ending their war and lowering oil prices, four G10 central banks are already hiking rates while the Fed and others...
EU leaders gather in Brussels to host Ukrainian President Zelensky for the first time since Viktor Orbán's ouster, signaling a fresh wave of support...