Frank Kelly’s Geopolitical Week Ahead | January 26, 2025

By: Francis (Frank) J. Kelly

Will the Trump Tariffs on Canada, Mexico, and China begin this week? Rubio Goes to Latin America, U.S. Senate confirmation hearings continue, and a big week for Central Banks.

Frank Kelly’s Geopolitical Week Ahead | February 9, 2025

By: Francis (Frank) J. Kelly

The AI Action Summit convenes in Paris, Trump meets with Indian Prime Minister Modi as Secretary of State Rubio meets with EU foreign ministers, and Powell goes to Capitol Hill.

Frank Kelly’s Geopolitical Week Ahead | February 22, 2026

By: Francis (Frank) J. Kelly

Trump’s tariff blow-up, U.S.-Iran tensions spike, Germany’s Merz visits Beijing, Mexican military moves on cartels, and markets await Nvidia’s earnings and central bank speeches

Frank Kelly’s Geopolitical Week Ahead | April 19, 2026

By: Francis (Frank) J. Kelly

From rapidly shifting signals over peace talks and a fragile ceasefire deadline, to European policy coordination and a pivotal Fed Chair confirmation, we outline what’s on the geopolitical agenda—and what markets are watching this week.

Frank Kelly Special | June 11, 2026

By: Francis (Frank) J. Kelly

What is going on with Congress’ efforts to pass a Housing Bill and a Crypto Bill?

Frank Kelly | The cost of the Jay Powell investigation

By: Francis (Frank) J. Kelly

Following the shock report that the U.S. Justice Department launched a criminal investigation of Federal Reserve Chair Jay Powell over renovations of the Fed’s headquarters, we see several important results that could be of concern to markets.

First cracks in the dollar's dominance

By: Vincenzo Vedda

It’s the global reserve currency, a perceived safe haven and a vital unit of account for international trade – a lot is at stake.

Female Finance: the benefits of diversity

How and why we still need to do more to get more women into finance, encourage more women to invest and improve education about gender, diversity and finance.

Europe gets moving

Europe’s infrastructure needs are no secret. What is changing is the pipeline of projects, public backing and room for private capital.

EUR/USD rate is caught in a sideways trend

The euro may need fresh impetus from Europe to gain further momentum

Energy shocks fade. Their echo does not.

When prices jump, households adjust fast. Their expectations do not.

Does the Fed’s balance sheet have a price tag?

Even a quieter, less interventionist Fed would only shrink its footprint very cautiously. Partly this reflects changes to the financial plumbing in recent decades.

Data centers drive U.S. electricity demand

After years of stagnation, digitalisation is leading to a significant increase in electricity demand

Critical minerals at the center of geopolitical tensions

Competition for raw materials vital for the energy transition is intensifying

Critical minerals – The power factor in commodities

Critical minerals are increasingly playing a key role in the development of electromobility, renewable energy and digitalization – and thus in shaping future developments.