Deterrence
Geopolitics
How Iran’s Deterrence Architecture Collapsed in 16 Months
The window that opened for U.S.-Israeli strikes in February 2026 wasn't created by a single military defeat — it emerged from 16 months of cumulative erosion across economic, military, and diplomatic domains that dismantled the strategic ambiguity Tehran had relied on for decades.
Geopolitics
Macro
Taiwan Reframes Defense Spending as Economic Investment, Not Burden
President Lai positions $40 billion procurement pipeline as fiscally sustainable, signaling resolve to Beijing while reassuring Washington on burden-sharing.
Geopolitics
Macron Deploys France’s Nuclear Card as Europe Confronts American Uncertainty
At a submarine base in Brittany, the French president updated deterrence doctrine while European allies question whether Washington would trade New York for Warsaw.