Introduction

War with Iran

Crisis in Cuba

Update on Russia/Ukraine War

China | U.S. Summit Delayed

Macroeconomic Impacts

Conclusion

Introduction

Objectives of U.S. and Israeli Strikes on Iran

Iran’s Retaliatory Strikes

Risk of Escalation in the Region

Potential for Regime Change

Macroeconomic Impacts

Conclusion

U.S. and Israel Launch Strikes on Iran

Extent of Retaliation by Iran

Risk of Regional Escalation

Potential for Regime Change

Macroeconomic Implications

Introduction

Nuclear Talks and the Likelihood of a Conflict with Iran

What Comes Next For Cuba?

Russia/Ukraine War Update

China, Taiwan, and the Philippines

Macroeconomic impacts

Conclusion

Introduction

Protests in Iran

Regime's Response to the Crisis

Possible U.S. Action in Iran

What Comes Next for the Regime

Macroeconomic Impacts

Conclusion

U.S. Captures Maduro Protests in Iran Status of the Russia/Ukraine Peace Discussions Chinese Wargame Exercises Around Taiwan Opportunities for the U.S. in Africa Macroeconomic Implication

Introduction

Will Venezuela strikes result in removing Maduro in 2026?

Russia/Ukraine peace in 2026?

Will the ceasefire in Gaza/Lebanon hold in 2026?

China/Taiwan tensions continue in 2026?

Will Russia and China expand their footprints in Africa in 2026?

Macroeconomic impacts

Conclusion

National Production for National Security U.S. Initiatives in Rare Earths, Critical Minerals, Chips, and Electricity Changing Priorities to Highlight Defense of the Homeland Increased Pressure on Latin America Opportunities for Investment Macroeconomic Implications