Geopolitical analyst Eric Lehmkuhle discusses President Donald Trump’s plans to continue advancing his America First agenda, focusing on efforts to address rising prices, bring the Iran war to an end, and pursue economic priorities. He also highlights potential areas of bipartisan cooperation on immigration, Trump’s negotiating approach, and his continued ability to push policies through executive orders despite challenges in Congress. #DonaldTrump# #AmericaFirst# #USPolitics# #IranWar# #PakistanTV#

Geopolitical analyst Faisal Ali Shah discusses major policy shifts in the Trump administration, highlighting Chief of Staff Stephen Miller’s growing influence in shaping White House policies and the administration’s approach to drug trafficking and Iran. He also examines the impact of Republican electoral losses on Trump’s domestic agenda, the possibility of a greater focus on foreign affairs, Qatar’s mediation efforts involving Iran and Pakistan, and potential diplomatic discussions with China and Russia. Shah further points to mounting political pressure on U.S. Secretary of War Pete Hegseth and the administration’s limited window of opportunity to pursue its policy objectives and secure a deal with Iran. @FaisalzUpdates #TrumpAdministration# #USPolitics# #IranDiplomacy# #Geopolitics# #PakistanTV#

GEOPOLITICAL TENSIONS COMPLICATE GOLD'S BULL CASE Middle East tensions are creating mixed signals for gold, according to American Hartford Gold president Max Baecker. While geopolitical uncertainty supports safe-haven demand, rising energy prices could fuel inflation, strengthen the dollar, and pressure gold. Central bank purchases have roughly doubled from pre-2022 levels, while China has increased its gold reserves for 23 consecutive months. Related assets: $GLD $IAU $GDX

Geopolitical alignment can significantly impact global economic growth, and rising fragmentation in the past decade has cut close to 1% cumulatively from global GDP. Read more from Goldman Sachs Research:

Geopolitical conservatism in biotech risks becoming anti-progress. Biosecurity matters but scientific talent is globally distributed and the tools for discovery should be too. @metanova_labs mission is more important than ever. Decentralized, permissionless infrastructure isn't just an ideological position — it's a practical response to a growing problem that ultimately affects all of us. Immigration to the global centers where institutions, capital, and infrastructure are concentrated is harder than ever. At the same time, access to frontier AI is increasingly determined by jurisdiction. As evidenced by @AnthropicAI recent restrictions on Fable and others, the tools that enable scientific discovery are becoming concentrated within a relatively small number of (or single) countries. This has implications for who can contribute to scientific innovation and from where. Roughly 2/3 of Nobel science laureates were not born in the United States, and approximately 40% of U.S. Nobel science prizes awarded since 2000 went to immigrants. Meanwhile, proposals such as a $100k H-1B fee, travel restrictions affecting dozens of countries, and compute export controls under the BIS AI Diffusion Framework are making participation in frontier research increasingly unequal. If similar restrictions had existed throughout the last century, many of the discoveries, companies, and medicines we rely on today may never have emerged. #Bittensor# offers a market-driven alternative for coordinating talent, capital, compute, and scientific innovation across borders.

Geopolitical risk is no longer a backdrop. It’s a core driver of markets. The latest article from the Morgan Stanley Institute explores how global tensions are shaping investment outcomes and why staying ahead of these shifts matters more than ever.

Despite geopolitical conflicts and supply chain disruptions, global economy is forecast to grow by 3% in 2026; among major economies, however, growth rates vary considerably this @VisualCap graphic ranks Group of 20 (G20) members by projected real gross domestic product (GDP) growth in 2026, using latest projections from @IMFNews World Economic Outlook; real GDP growth adjusts for inflation, providing a clearer measure of changes in economic output