Posted inGlobal Economic Outlook
地缘政治风险加剧：俄罗斯无人机袭击引发市场避险情绪
俄罗斯对乌克兰发动大规模无人机袭击，造成人员伤亡与大面积停电。此次事件加剧地缘政治风险，推动投资者转向安全资产，全球市场避险情绪显著升温。
Posted in📊 Economic & Market Analysis
Trump’s Ukraine Peace Plan and Global Financial Markets: What Investors Should Watch
The U.S.-backed 28-point Ukraine peace proposal has sparked debate among European allies and raised geopolitical uncertainty. This article analyzes its potential impact on global financial markets, commodity prices, and investment strategies amid evolving diplomatic risks.
Posted inSector Analysis
法国强化军事备战应对地缘风险，国防股成投资新焦点
面对日益紧张的欧洲安全局势，法国军方高层警示2030年前或与俄罗斯发生冲突。政府支持军队加强备战，推动国防预算增长，带动国防板块股票上扬，引发全球投资者对地缘政治风险投资策略的关注。
Posted in📊 Economic & Market Analysis
How Geopolitical Tensions in Eastern Europe Are Reshaping European Bond Markets
The ongoing Russia-Ukraine war and shifting EU involvement in peace negotiations are amplifying geopolitical risk premiums across Central and Eastern European bond markets. This analysis explores yield movements in German Bunds, Polish bonds, and Ukrainian Eurobonds, alongside strategic implications for fixed-income investors.
Posted inRegulatory Updates (US/EU)
德国调整对以军售政策：地缘政治风险下的出口管控新动向
德国政府暂停向以色列出口可用于加沙地带的军事装备，此举标志着德国军火出口政策的重大调整。本文深入分析德国军火出口政策变化、以国防贸易现状及地缘政治风险对投资的影响。
Posted inUS & EU Market News
EU’s €135 Billion Ukraine Funding Gap: Risks and Opportunities for Investors
The EU faces a critical €135 billion funding gap for Ukraine through 2027. This article analyzes financing options, market implications, and strategic portfolio adjustments amid rising geopolitical fiscal pressures in Europe.