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The Latest Breaking News from Marko Papic

A New Multipolar World Is Here — And Investors Can't Rely On Old Assumptions

The global system is no longer defined by a single dominant power. Thus, investors can no longer rely on geopolitical assumptions that shaped most of recent history. That was the core message from Marko Papic, Chief Strategist at BCA Research, in his keynote address at the CommBank's 15th Global Markets…

JPMorgan launches ‘lean and mean’ geopolitics arm

JPMorgan launches ‘lean and mean’ geopolitics arm

Wall Street is tapping longtime Washington insiders for help navigating an increasingly uncertain landscape.

Trump's 'angry' tariff threat on Russian oil has Putin cornered—and it could accelerate a peace deal with Ukraine, expert says

Trump's 'angry' tariff threat on Russian oil has Putin cornered—and it could accelerate a peace deal with Ukraine, expert says

Trump’s threat of secondary tariffs on oil could halve Russia’s government revenue.

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JD Vance may be right and wrong about the Suez Canal and Europe

Attacks on tankers or, worse, a wider conflict in the Arabian Peninsula, could spur stagflation.

Why lowering the yield on 10-year bonds is more important to Trump than the stock market or interest rates

Roughly six in 10 U.S. adults report owning stock, but nearly 80% of American households have some type of debt.

Trump wants half of Ukraine’s minerals. Is a deal possible?

The total value of Ukraine’s mineral deposits has been pegged in the trillions, but a deal with the U.S. faces several roadblocks.

Bond yields are soaring—and that could pose a problem for Trump

If bond markets riot, some think it will encourage the president-elect to deliver scaled down versions of his campaign promises.

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Brace for more Russian plot twists, geopolitical strategist says

When assessing what a political leader is going to do, Marko Papic doesn’t give much weight to the person’s desires. Rather, he looks at what he calls “material constraints.” In other words, what factors will limit the leader’s ability to get what he or she wants.

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