IndexDecoded
514 posts

IndexDecoded
@IndexDecoded
Index analyst. Global macro, markets & geopolitics through a data lens. ETFs, indices & thematic investing — what you actually buy when you buy passive




In my opinion, the call to join the Abraham Accords is the US signalling that it is ready to negotiate its long-term exit strategy from the region as it transitions from the MIC’s forever-war model in the Middle East toward negotiated terms for the FIC. This initiates new negotiation cycles with each participating country, allowing the FIC to maximise asset acquisitions, infrastructure influence, capital flows, and long-term revenue agreements as part of the managed transition to a multipolar world, one increasingly negotiated alongside China and regional powers. Trump gets a useful political narrative and path to his Nobel peace prize and gets to take credit for China’s BRICS & GCC plan. Long-term followers of mine would have been expecting this signal next. It doesn’t necessarily mean every country joins. It means a new phase of negotiations begins, similar to how British decolonisation often transitioned from direct imperial control to financial, corporate, and institutional influence through the FIC. Military influence gradually gives way to financial leverage, equity purchase structures, investment agreements, infrastructure ownership, technology dependency, and sovereign wealth partnerships, on BRICS, GCC & FIC terms. That is the negotiation phase now beginning. Saudi Arabia will likely maintain the position it has held for decades: no full normalisation without a two-state solution. If Saudi Arabia joins after Palestine has been economically integrated into the GCC framework, then the signal of a new regional order has arrived. And no, Israel will not rule it. A Saudi-Iran rapprochement without sanctions, normalised through growing Chinese influence, creates a system balancing both the petrodollar and the petroyuan, while the UAE continues to be the region’s primary financial hub. Pakistan, Egypt, and Turkey, potentially supported through BRICS-aligned frameworks, become part of the broader regional security architecture. The Middle East gradually returns to its older identity as West Asia, while the MIC shifts its focus toward Europe and Latin America as the next theatres of strategic war profiteering, with the US remaining the regional hegemon but increasingly operating within a system ultimately controlled by the FIC. All laying the foundation for a new FIC-, TIC-, and China-influenced AI and robotics-driven global surveillance and policing architecture. A system where finance, technology, state power, digital identity, CBDCs, AI, predictive surveillance, and autonomous infrastructure increasingly merge into a single transnational control framework. The nation-state remains as the branding layer, but power gradually shifts toward integrated networks of capital, data, energy, AI, and security coordination. That is the long-term trajectory in my opinion.


@SullyCNBC Brian sorry you've lost me here. the ships going through are of no consequence in the overall balances. And until ships come in to refill the shut off production will not restart. Why do you never talk about US storage?





Just got to know that Samsung profit at $250 Billion is greater than profits of all Indian listed companies combined at $200 Billion. Genuinely asking, what happened to "Make In India", it was such a nice initiative in 2014 at right time. Why we couldn't produce something like Samsung in last 12 years. Make in India will remain a slogan only?



















Hong Kong home prices reach 30-month high, while rents set another record #Echobox=1779861840" target="_blank" rel="nofollow noopener">scmp.com/business/artic…


The ignorance is so thick not sure where does one even start. Physical gold can be easily taxed at the point of exit (money into your bank ac) by a similar change in law. Selling physical gold at scale in rising market means taking a haircut on the price (ask anyone who sold)



Vijay Kedia on investing in US Markets: “USA is not a market for common investors, it’s a myth and fashion now.” “You don’t understand Indian markets properly, how will you understand US markets?” “Already there’s so much of euphoria and you don’t know what these companies are making, to whom are they selling.” “That’s a euphoric market now, those markets in different game now.” - Vijay Kedia. May 2026. Src: NDTC Profit




India research funding shock: 76% say industry rarely supports R&D, reveals NITI Aayog-backed EoDR survey report economictimes.indiatimes.com/news/india/ind…






