Confluence of Ideas - The Mid-Year Geopolitical Outlook

In our latest episode, the Confluence Macroeconomic Team breaks down the six geopolitical trends that we believe will shape the international landscape in the second half of 2026. From the disruptions in the Strait of Hormuz and the future of the dollar's reserve currency status, to the government's growing role in AI and the rise of quantum computing, the conversation covers the issues most likely to move markets in the months ahead.