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Access the complete body of work from The Source, featuring in-depth analysis, expert perspectives, and strategic commentary at the intersection of geopolitics, finance, and technology. Our archive is fully searchable and organized by topic, making it easy to find the insights most relevant to your interests.
Discover also our Word of the Day series — concise explorations of key terms and concepts that illuminate the evolving language of global strategy, policy, and markets.
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Economic Coercion
"The term ‘economic coercion’ has traditionally been difficult to define. As a starting point, the term can be defined broadly to include...
The Source
May 241 min read


The European Union’s Strategic Pivot to India Through the Free Trade Agreement
In recent years, relations between the European Union and India have been gaining momentum across many sectors. After nearly two decades...
Lucile Guéguen
May 215 min read


Psychological Operations
"PSYOPS are operations planned to convey selected information to a targeted audience to influence attitudes and behaviours of...
The Source
May 191 min read


The Era Of Low Quality Earnings
On May 7th, during the Fed’s latest meeting, Chair Jerome Powell announced that U.S. interest rates would remain unchanged at 4.25%, «...
Mehdi Amghar
May 187 min read


Cognitive Warfare
"Cognitive Warfare includes activities conducted in synchronization with other Instruments of Power, to affect attitudes and behaviours,...
The Source
May 171 min read


How Can Europe Make Itself More Relevant in the Middle East?
Europe, once a dominant force in the Middle East after World War I, with remnants of its influence extending to recent times, for...
Alessandro Ractliffe
May 166 min read


Geo-economic Fragmentation
"Policy-driven reversal of integration, often guided by strategic considerations, will be referred to as geoeconomic fragmentation (GEF)...
The Source
May 141 min read


Enough to Block Out The Sun: Where Are Ukrainian Drones Coming From?
The war in Ukraine has repeatedly subverted expectations on what modern conventional warfare is supposed to look like. World War I...
Riccardo Angelo Grassi
May 108 min read


Techno Nationalism
"Techno-nationalism is a new strain of mercantilist thinking that links technological innovation and capabilities directly to a nation’s...
The Source
May 81 min read


Basis Trade
"Basis trades are arbitrage strategies which improve market functioning but are subject to specific risks, especially when excessively...
The Source
May 61 min read


Geopolitics Underground: Critical Raw Materials and EU's Strategic Dilemma
Access to critical minerals has become a global priority. These materials are essential drivers of sustainable industrialisation, as well...
Sofia Muscato
May 37 min read


Fiscal Dominance
"An increasing debt-to-GDP ratio can become inflationary when a central bank, confronted with a substantial public debt, is less willing...
The Source
Apr 301 min read


De-dollarization
"[D]e-dollarization entails a significant reduction in the use of dollars in world trade and financial transactions, decreasing national,...
The Source
Apr 281 min read


Geoeconomics of the Red Sea Crisis: Trade Chokepoints and the Cost of Maritime Insecurity
“The Deepening Red Sea Shipping Crisis: Impacts and Outlook” World Bank´s article from February 2025, summarises perfectly the current...
Alberto Vaccari
Apr 268 min read


Reshoring
"The disruptions to global value chains [...] along with geopolitical tensions led to an upsurge in the debate in favour of reshoring to...
The Source
Apr 211 min read


The Strategic Importance of OSINT for Enterprises and Business Leaders
Let’s skip the warm-up this time and face it immediately: those who do not understand the power of information nowadays are simply out of...
Giordano Tomasini
Apr 66 min read


Carried Interest
"[...] represents a portion of the share of profits of a fund's investments paid to a fund manager in connection with its fund management...
The Source
Feb 151 min read


Evergreen Funds
"Evergreen funds are a type of investment vehicle that allows investors to make long-term investments in private companies. Unlike...
The Source
Jan 71 min read


Prisoner's Dilemma
"Two bank robbers happen to meet. They decide to pull a job together. The cops nab them, but without enough evidence to convict. They...
The Source
Jan 11 min read


Golden Handcuffs
"Golden handcuffs are a collection of deferred incentives that management provides employees to encourage them to stay with their company...
The Source
Dec 30, 20241 min read
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