HeyJaredRAKSHA Intelligence Futures
Global risk, decoded. RAKSHA Intelligence Futures delivers sharp, systemic analysis for leaders navigating volatility across markets, politics, and power.
- Indexed issues, last 90 days
- 3
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- Sep 22, 2026
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- Jul 14, 2026
Latest issues
By the time a crisis is obvious, your options are gone (opens the original)
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For the past year, leaders have spent a great deal of time talking about shocks.That conversation is particularly visible this week as governments and businesses gather in New York around the UN General Assembly. Geopolitics is part of the story, but its consequences travel much further: through markets, regulation, capital, supply chains, security and operations.This Substack is reader-supported. To receive new posts and support my work, consider becoming a free or paid subscriber.<
The World Sanctions Create (opens the original)
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When Treasury Secretary Scott Bessent was asked why the United States had not gone directly after the Chinese banks helping to keep Iran’s oil trade alive, he replied: “why would I want to blow up the global financial system?” That answer is more revealing than the slogan attached to the new sanctions campaign. American sanctions carry so much weight because international trade still runs heavily through US dollars and through banks that need access to the American financial system. Washington c
The World Borrows at America's Prices (opens the original)
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The United States published its monthly inflation figures this morning, and they brought better news than expected. Consumer prices rose 3.5 percent over the year to June, down from 4.2 percent in May and below what forecasters had predicted. Financial markets responded with relief, betting that the US central bank, the Federal Reserve, will leave interest rates unchanged when it meets at the end of this month.If you do not live in the United States, it is reasonable to ask why any of this conce
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