Geopolitics Watch
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Geopolitics Watch
14/14 impacted today. 14 is by far the most launched towards Ukraine in one day.
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Who decides in Mexico, foreign agencies or the people? We are going to defend โ Mexico's sovereignty and independence.
The US seeks to gain deeper influence on its southern neighbors by propping up right wing, ideologically aligned governments such as Argentina and El Salvador. At the same time, it works to undermine or oust left-wingers in Venezuela, Cuba, Brazil and Colombia. The Sheinbaum's government is center left but has largely been spared from the interference campaign thus far.
The Trump admin has also been pressuring the hemisphere to join the war on drug, often encroaching on local jurisdictions. Notably, in April 2026, two CIA agents were killed alongside two Mexican officials while on a counter-narcotic operation in northern Mexico, allegedly without President Sheinbaum knowledge.
During the trade war last year, Mexico was eager to make concession to appease its largest trading partner, unlike Canada, which retaliated against the US. Ms Sheinbaum's latest criticism underlines the emerging tension between Mexico and the US.
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โ๏ธ๐ฏ๐ต๐ - Japanese bond and currency face collapse as concerns over Takaichi's lack of fiscal discipline mount.
โก๏ธ Japan spent $73 billion on the forex market to defend the yen from the 160 per dollar level. The 4th intervention in as many years failed to bring lasting relief, the yen subsequently fell back to the pre-intervention level.
โก๏ธ Japanese 30-year bond yield has been on a tear, hitting an all time high of 4% in May 2026.
โก๏ธ Japan has a high net debt to GDP ratio of ~130%. Prime Minister Takaichi is looking to add even more debt to fund several ambitious programs: remilitarization, investment into semiconductor manufacturing, populist welfare...
Japan holds $1.24 trillion in US Treasuries, the largest foreign holding in the world. A potential crisis in Japan could trigger a selloff and bring turmoil to the US financial system.
@GeoPWatch
โก๏ธ Japan spent $73 billion on the forex market to defend the yen from the 160 per dollar level. The 4th intervention in as many years failed to bring lasting relief, the yen subsequently fell back to the pre-intervention level.
โก๏ธ Japanese 30-year bond yield has been on a tear, hitting an all time high of 4% in May 2026.
โก๏ธ Japan has a high net debt to GDP ratio of ~130%. Prime Minister Takaichi is looking to add even more debt to fund several ambitious programs: remilitarization, investment into semiconductor manufacturing, populist welfare...
Japan holds $1.24 trillion in US Treasuries, the largest foreign holding in the world. A potential crisis in Japan could trigger a selloff and bring turmoil to the US financial system.
@GeoPWatch
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Prime Minister Netanyahu and I, together with the IDF, led a move aimed at establishing a new equation: Beirutโs Dahiyeh district will be treated the same as Israelโs northern communities.
If Israeli towns continue to come under attack, we will evacuate and strike Beirutโs Shiite Dahiyeh district, Hezbollahโs main stronghold. We issued public warnings and the IDF published an evacuation notice. The immediate result was the evacuation of hundreds of thousands of residents โ 600,000 out of 950,000 by last night โ creating significant pressure on Hezbollah and the Lebanese government
The United States endorsed this principle and conveyed it to the Lebanese government and all relevant parties. The test of this policy will become clear in the coming days: either the attacks on Israeli communities stop, or if they continue and we strike Dahiyeh, the equation will have been enforced.
There will be no situation in which our communities are attacked without a powerful response against Dahiyeh. IDF operations inside Lebanon will continue regardless
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#BREAKING ๐ฎ๐ท ๐ฑ๐ง ๐ฑ๐ง ๐ต๐ธ โ ๐ฎ๐ฑ ๐บ๐ธ - According to Tasnim News Agency, Iran has halted all dialogue and text exchanges through intermediaries, citing Israeli ceasefire violations in Lebanon. โก๏ธ Iranian negotiators had previously listed Lebanon as a precondition for anyโฆ
#BREAKING
๐ฎ๐ท ๐ฑ๐ง ๐ฑ๐ง โ ๐บ๐ธ ๐ฎ๐ฑ - According to Fars News Agency, an informed source has confirmed that the exchange of messages between Iran and the US regarding a preliminary memorandum of understanding has been halted for at least a few days already, contradicting claims by some Western media and officials that communications are proceeding normally.
โก๏ธ The source clarified that Iran's most recent message to Washington was a clear statement regarding Lebanon. This comes despite Donald Trump claiming last night that talks with Iran were proceeding at a high pace.
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Washington is growing alarmed by the good relations between Oman and Iran, especially a potential pact to toll vessels transiting the Hormuz.
Oman is a US ally and served as the mediator in the previous round of negotiations between Iran and the US.
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Media is too big
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