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Deutsche Bank

June 9, 2026

Geopolitics Beyond Iran Events Trends and Themes

Macro ThematicOtherIndustrials

This report examines critical geopolitical developments beyond the immediate Iran crisis, emphasizing defense spending, European politics, and China's strategic shifts.

Key Takeaways

  • 1.Broader geopolitical shifts are occurring that may redefine market trajectories and strategic opportunities beyond the Iran crisis.
  • 2.Key focus areas include the war in Ukraine, far-right politics in Europe, China's geopolitical maneuvering, and the global race for military drones.

Table of Contents

  • Geopolitics beyond Iran: Events, trends and themes
  • Appendix 1
  • Important Disclosures
  • Analyst Certification
  • Additional Information

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Authors

Miha HribernikHelen Belopolsky

Themes

GeopoliticsDefense Spending SupercycleEuropean PoliticsMilitary Technology

Regions

Asia PacificEuropeIranUkraineChina