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GeoEconomic Lens

Viewing the global economy through the lens of geopolitics

Daily Memo
What's Geopolitically Important Today

Daily Memo: Germany and France Scrap Fighter Jet Plan

No-go. Germany and France have agreed not to pursue a landmark project to develop...

Europe Drifts Closer to Stagnation

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(click to enlarge) According to Eurostat's estimates, economic growth in the European Union remained positive but slowed during the first quarter of 2026. Seasonally adjusted...

Colombia’s Presidential Race

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(click to enlarge) Colombia will hold presidential elections on May 31, with a runoff on June 21 if no candidate wins an outright majority. The...

China’s Lackluster Economic Data

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(click to enlarge) China’s economy continues to face a difficult balance as weak domestic demand, a prolonged property downturn and external geopolitical risks weigh on...

Lingering Volatility in Energy Markets

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(click to enlarge) According to the World Bank Commodity Markets Outlook, energy markets remain highly volatile amid the Iran war and continued disruption risks in...

Latest Analysis

Lebanon on the Brink

On June 8, U.S. President Donald Trump intervened to halt the latest escalation in the conflict between Iran and Israel. He publicly urged both...

Daily Memo: Kim and Xi Meet, Cuba Makes Preparations

Expanding ties. North Korean leader Kim Jong Un and Chinese President Xi Jinping pledged...

George Answers Your Questions: Israel’s Strategic Problem

Israel’s Strategic Problem June 2, 2026 Question: What accommodation does a country seek with those who...

The Truth About Inflation

Read this month's issue of GeoEconomic Lens

Russia’s Limitations in the Caucasus

Parliamentary elections will be held in Armenia on June 7. The Civil Contract party,...

Daily Memo: Hungary-Ukraine Deal, Iraqi Disarmament Plans

One step closer. Hungary and Ukraine have reached a deal that could pave the...

De-risking the Strait of Hormuz After the Iran War

The Iran war has accelerated efforts by Gulf Arab countries to reduce their dependence...

The Shifting Balance in the Taiwan Strait

For decades, the United States has been able to project military power across the...

Israel’s Strategic Problem

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Geographically, Israel is in a profoundly weak strategic position. At its widest point, it...

The Fog of Economic War

Military theorist Carl von Clausewitz described war as a realm permeated by friction, incomplete...

George Answers Your Questions: The US-China Summit and Cuba

George Answers Your Questions: After the US-China Summit May 23, 2026 Question: “Socialist Market Economy with...

For the Quad, Flexibility Is Not Weakness

The most recent Quad foreign ministers’ meeting in New Delhi was more productive than...
From the Desk of George Frieman
George Friedman, Geopolitical Futures

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George Answers Your Questions: Israel’s Strategic Problem

Israel’s Strategic Problem June 2, 2026 Question: What accommodation does a country seek with those who want to destroy it? I’m not being rhetorical. Response: The first...

The Storm Before the Calm

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The World in 2026

China has effectively replaced Russia as a global power.

The Road to 2040

We look into the future and forecast what the world…

The World in 2025

The international order is about to get less orderly.

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Press Room

US Bargaining With China and Russia

With the arrival of the second Trump administration, great power competition is at an inflection point. Both Russia and China face internal crises that...

American Naval Policy and China

Editor’s note: If it feels as though the world is changing, that’s because it is. Global economic reconfiguration, demographic decline and geopolitical realignment have...

Europe: The Agony and Ecstasy of US Relations

One of the most pressing geopolitical issues Europe faces is its evolving relationship with the United States. This relationship will be critical as Europe...

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Trending Content

Daily Memo: Hungary-Ukraine Deal, Iraqi Disarmament Plans

One step closer. Hungary and Ukraine have reached a deal that could pave the path for the latter to begin accession negotiations with the...

De-risking the Strait of Hormuz After the Iran War

The Iran war has accelerated efforts by Gulf Arab countries to reduce their dependence on the Strait of Hormuz. What was once a theoretical...

Daily Memo: Ukraine Strikes St. Petersburg

Big hit. Ukrainian drones struck military and infrastructure targets in St. Petersburg on Wednesday, just hours ahead of the opening of the annual St....

The Shifting Balance in the Taiwan Strait

For decades, the United States has been able to project military power across the Pacific through regional bases, carrier strike groups, long-range aircraft and...

Daily Memo: EU Migration Policy, US Nuclear Umbrella

Getting tough. The European Union has agreed on a deal that will accelerate and increase deportations of migrants ordered to leave the bloc. Under...

Israel’s Strategic Problem

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Geographically, Israel is in a profoundly weak strategic position. At its widest point, it is only 71 miles (114 kilometers) across; at its narrowest...