Tracking the Changing World Order

Trump May 14 Beijing trip confirmation. PLA exercises around US blockade distraction. Taiwan DPP response to Xi-KMT track. Semiconductor stockpiling. Ma Xingrui probe outcome.

Saudi or Kuwait entertaining yuan leg, or any public PBoC swap-line with a Gulf central bank.

Congressional $200B vote. Treasury auction demand. Any failed auction. CBO updated deficit projections. Defense company guidance.

First kinetic engagement with IRGC fast boats. Ceasefire expiry Apr 21 response. Ground op decision if talks fail. War Powers 60-day clock end of April.

ICJ blockade ruling. UN General Assembly emergency session. ICC Lebanon/Iran referrals. BRICS+ alternative institutions. IEA stock release market impact.

Chinese/Russian vessel confrontation. New sanctions packages. Shadow fleet adaptations. BRICS+ payment alternatives. SWIFT alternative announcements.

Next European elections. Cordon sanitaire breaking anywhere. Vote share trajectories. Any seated populist actually governing vs. domesticated.