Bankwatch

Today’s environment is dominated by a single, intensifying thread: the US-Iran ceasefire is approaching collapse, with Brent oil back above $107, Trump meeting Xi in Beijing Thursday, and a UK political crisis adding a destabilising second signal. The clustering risk is energy shock persistence + NATO cohesion breakdown + an AI governance pivot in Washington — all moving simu...

Here is result of research on Agentic State of play outlining currently understood risks which could develop into issues. In fact there are multiple indications of Agent AI deployments that will be cancelled due to the evolving landscape of risks. Financial Services in particular are seeing gaps in compliance and regulatory areas as protocols which assumed human employee enga...

The dominant theme today is managed ambiguity at the top of the global order. The US-Iran MOU process is the most active thread, moving faster than markets expected while remaining genuinely unresolved — Iranian factions divided, US leverage uncertain, Hormuz still choked. That negotiating limbo is directly driving the second dominant cluster: the Trump-Xi summit (May 14-...

May 7, 2026 | Juan Lavista Ferres – Chief Data Scientist, Microsoft

Today we published our latest Global AI Diffu...

This is the Kiel Institute paper which provides costing to achieve military autonomy that excludes US. This clear evidence that a new structure for Europe following the clear messaging from America, including most recent inclusion of European commentary in recent Security paper which refers to Europe as a terrorist breeding ground. This from a country which promotes guerrilla...