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