Independent analysis exploring the intersection of geopolitics, economics, strategic risk and financial markets.
Analyst notes organised by month. Topics include geopolitics, macroeconomics, strategic risk, technology, space and market observations.
An institutional-style macro research note examining how artificial intelligence, semiconductors, electricity, critical minerals and industrial policy are reshaping markets, national capability and long-term capital allocation.
Read August 2026 Notes →Monthly collection of analyst notes examining geopolitics, economics, strategic risk and global markets, including SpaceX, the geopolitics of space, the 2026 FIFA World Cup, soft power and emerging strategic trends.
Read June 2026 Notes →Hergemony Analyst Notes examines major developments shaping the international system and global economy through four core lenses:
Examining international relations, great-power competition, diplomacy, security and the evolving global order.
Analysing inflation, interest rates, growth, trade, investment flows and long-term economic trends.
Assessing technological change, supply chains, energy, infrastructure and emerging global risks.
Every monthly Analyst Note informs the Hergemony Hour, contributes to Hergemony Capital, and strengthens Hergemony Trends.
Understanding systems. Interpreting change. Navigating uncertainty.
