Geopolitics In The Age Of AI

2026-02-27 01:50:00 ET

By Magdalena Ocampo, Market Strategist

A volatile start to 2026: Rising geopolitical strains

2026, anticipated to bring stability after the turbulence of 2025, has instead begun with policy upheaval. A series of geopolitical flare-ups across multiple regions has strained alliances, raised military tensions, and reintroduced trade and policy uncertainty. The recent expansion of the U.S. military presence in the Middle East has intensified concerns about the potential for a direct confrontation with Iran, should ongoing negotiations fail. Any escalation, particularly one affecting oil supply routes or leading to a closure of the Strait of Hormuz, would carry meaningful implications for both energy and global financial markets....

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