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정상

국가 정상

Trump (US)Xi (China)Putin (Russia)Modi (India)von der Leyen (EU)Macron (France)Merz (Germany)Burnham (UK)Meloni (Italy)Sánchez (Spain)Tusk (Poland)Netanyahu (Israel)Pezeshkian (Iran)Zelensky (Ukraine)Erdoğan (Turkey)MBS (Saudi)MBZ (UAE)el-Sisi (Egypt)Ramaphosa (S. Africa)Tinubu (Nigeria)Ruto (Kenya)Lula (Brazil)Sheinbaum (Mexico)Milei (Argentina)Petro (Colombia)Prabowo (Indonesia)Marcos (Philippines)Anwar (Malaysia)Kim (N. Korea)Sharif (Pakistan)Tarique Rahman (Bangladesh)Carney (Canada)Albanese (Australia)

승계와 권력층 건강

Khamenei (Iran)King Charles III The papacy Putin Xi

Former leaders

Starmer (UK)Yunus (Bangladesh)Orbán (Hungary)Bolsonaro (Brazil)

Elections & the ballot

Refusing to Concede The Anti-Incumbency Wave The Far Right, Mainstreamed Snap & Early Elections The Postponed Vote

Coups & people power

Gen Z Uprisings The Coup Belt Strongman Succession People Power

The domestic arena

Courts vs Elected Power Lawfare & the Net Closing Centre vs the States Austerity and the Street

분쟁

진행 중 전쟁

Ukraine–Russia Iran / Gulf Gaza / Israel Sudan Sahel DR Congo / M23 Myanmar Somalia Yemen Syria Haiti Ethiopia Nigeria Mozambique Colombia Pakistan insurgency Central African Rep.Cameroon Mexico (cartels)

대치와 동결 분쟁

Taiwan Strait South China Sea India–Pakistan Korea Armenia–Azerbaijan Israel–Hezbollah India–China border Serbia–Kosovo Essequibo Western Sahara Cyprus Thailand–Cambodia Egypt–Ethiopia Morocco–Algeria Greece–Turkey Venezuela (internal)

쿠데타와 국가 붕괴

휴전과 평화 협상

대리 세력과 무기 지원

국방

드론과 자율 무기

FPV drones Loitering munitions Naval drones Counter-UAS Swarms Shahed

방공·미사일 방어

Patriot THAAD Iron Dome S-400 Interceptor stocks

핵 전력

Sentinel ICBM B-21 China buildup New START Proliferation

산업 기반과 생산

Shells / 155mm Rheinmetall Lockheed RTX BAE Rostec NORINCO

무기 거래와 조달

전자전·사이버·해군

Bases & force posture

The Overseas Base Race Indian Ocean Bases Island-Chain Bases Arctic Militarisation Himalayan & Tibet Airfields Forward Posture & Rotations Basing Rights & Access Homeland Basing & BRAC

Alliances, pacts & burden-sharing

NATO AUKUS The Quad SCO CSTO Burden-Sharing & the 5% Push Bilateral Defence Pacts EU Defence & Autonomy Extended Deterrence

Exercises & readiness

Major Exercises Readiness & Strain Conscription & Manpower Grey-Zone Drills

AI

반도체

TSMC Samsung Intel SMIC ASML HBM SK Hynix Micron Arm

AI 데이터센터

Hyperscaler capex Power demand Nvidia (GPUs)AMD Stargate Cooling & water

AI 연구소

OpenAI Anthropic Google DeepMind Meta AI xAI Mistral DeepSeek Alibaba (Qwen)

모델 출시와 성능

평가와 벤치마크

에이전트와 도구 사용

안전과 정렬

오픈 대 클로즈드

표준과 프로토콜

양자와 소재

바이오와 합성생물

에너지

석유

Brent WTI Dubai OPEC+US shale Strategic reserves Russian crude

가스와 LNG

EU gas (TTF)Asia LNG (JKM)Henry Hub Qatar LNG US LNG Russian pipeline gas

전력

원자력과 우라늄

Uranium Enrichment SMRs Kazatomprom Rosatom

재생에너지와 저장

정제

우주

발사와 접근

SpaceX Starship China launch Ariane / Europe Launch cadence & costs

위성과 군집

Starlink China megaconstellation Amazon Kuiper OneWeb / Eutelsat

궤도 혼잡과 잔해

Orbital congestion Debris & collisions Space-traffic management

항법과 PNT

GPS jamming / spoofing BeiDou Galileo

군사 우주

ASAT weapons Space Force Missile warning Golden Dome space layer

탐사와 시스루나

Artemis / Moon China lunar / Tiangong Mars

스타트업

자금 조달과 밸류에이션

Seed & pre-seed Series A/B Growth / late stage Mega-rounds ($100M+)Down rounds & markdowns Dry powder & fund sizes Valuations & unicorns

펀드와 투자자

Sequoia Andreessen Horowitz Accel Founders Fund Thrive Capital General Catalyst Lightspeed Khosla Ventures Benchmark Index Ventures Tiger Global SoftBank Vision Fund Insight Partners

엑시트·IPO·M&A

Tech IPOs Startup M&A Secondaries SPACs Direct listings Acquihires

AI 벤처

Foundation-model labs AI agents AI infrastructure Applied / vertical AI Defense AI AI coding / devtools

주목 분야

Fintech Climate tech Defense tech Biotech / health Space Crypto / web3 Robotics & hardware Consumer & social Deep tech

글로벌 생태계

Silicon Valley New York Boston Los Angeles Austin Toronto / Waterloo London Paris Berlin Stockholm / Nordics Amsterdam Warsaw / CEE Tel Aviv Dubai / UAE Riyadh Lagos Nairobi Cairo Bengaluru Delhi / Mumbai Singapore Jakarta Beijing Shenzhen Hangzhou Seoul Tokyo Sao Paulo Mexico City Sydney / Melbourne

액셀러레이터와 스튜디오

Y Combinator Techstars Antler Venture studios

폐업·해고·사기

Shutdowns Layoffs Fraud & failures Founder / board disputes

스포츠

The money

Media rights Club valuations PE & investment Sponsorship Ticketing & gate

Sportswashing & soft power

Saudi PIF LIV Golf Qatar UAE Newcastle United Saudi Pro League

Football (soccer)

Premier League La Liga Champions League FIFA UEFA Real Madrid Manchester City PSG Transfer market

US leagues

NFL NBA MLB NHL MLS

Cricket & South Asia

IPL BCCI ICC (cricket)T20 leagues

Motorsport

Formula 1 MotoGP

Mega-events & hosting

Olympics IOC FIFA World Cup Hosting bids

Governance & integrity

Betting Doping / WADA Match-fixing Corruption

Athletes & labour

Player unions NIL & amateurism Athlete activism

Emerging

Esports Women's sport

무역

관세 전선

US–China US–EU USMCA US–India US–Brazil EU–China

제재와 수출 통제

Russia Iran Chips→China Venezuela North Korea

블록과 협정

WTO CPTPP RCEP Mercosur–EU AfCFTA

산업 정책과 보조금

광물

희토류와 자석

NdFeB magnets Neodymium Dysprosium MP Materials Lynas

배터리 금속

Lithium Cobalt Nickel Graphite Manganese

구리와 비철금속

Copper Aluminium Zinc Tin

자원 민족주의

Indonesia nickel DRC cobalt Zimbabwe lithium Chile lithium Guinea bauxite

생산·가공 기업

Albemarle SQM Ganfeng Tianqi Glencore Zijin CMOC Freeport-McMoRan Codelco BHP Rio Tinto Vale Nornickel Rusal Huayou Cobalt

정련·가공 기술

Refining & separation HPAL (nickel)Direct lithium extraction Magnet manufacturing Smelting Recycling Substitution

소수·전략 금속

Gallium Germanium Antimony Tungsten Tantalum Niobium Vanadium Titanium sponge Platinum Palladium Rhodium

해운

요충지

Hormuz Malacca Suez Bab-el-Mandeb Panama Gibraltar Turkish Straits Danish Straits Dover Taiwan Strait Sunda Lombok Kerch Korea Strait Tiran Cape of Good Hope Magellan

컨테이너 운임

Spot rates Shanghai index (SCFI)Maersk MSC CMA CGM COSCO Hapag-Lloyd

탱커와 건화물

Baltic Dry VLCC rates War-risk premiums

항만

조선

자금

중앙은행

Fed ECB BoJ PBoC BoE RBI SNB BoC BCB (Brazil)CBRT (Turkey)

통화와 외환

USD / DXY EUR JPY CNY GBP INR TRY ARS EGP

국채 금리와 채권

US Treasuries JGBs Gilts Bunds

보험과 재보험

결제망과 CBDC

SWIFT CIPS CBDCs Stablecoins

은행 스트레스

부채

부실과 디폴트

Senegal Egypt Pakistan Argentina Kenya Ghana Zambia Sri Lanka Ethiopia Tunisia Bolivia

IMF 프로그램

채권자 (중국 / 파리클럽)

식량

곡물

Wheat Rice Corn Soy Barley

비료

Urea / nitrogen Potash Phosphate Ammonia

소프트 원자재

Cocoa Coffee Sugar Palm oil Cotton

단백질과 수산

종자와 농업 유전학

수출 금지와 식량 안보

역사

고고학

Major digs & finds Underwater archaeology Ancient DNA & origins Rock & cave art

유산과 보존

World Heritage Heritage in conflict Antiquities trafficking Living & indigenous heritage

반환과 환수

Colonial loot returns Looted antiquities Nazi-looted art Ancestral & human remains

기밀 해제와 기록

Colonial archives Wartime records Intelligence declassification Archive access & secrecy

기억과 청산

Reparations debates Colonial reckonings Genocide recognition Wartime & atrocity memory History laws & textbooks

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