Geopolitics

Cyberattacks, tariffs and geopolitics rank among biggest threats to U.S. companies. Executives increasing AI and tech spending to defend operations. Cybersecurity moved from IT concern to board-level strategic priority. AI-powered security tools essential for detecting threats at machine speed.

Trump announces 50% tariffs on countries supplying Iran with weapons. Russia and China explicitly warned as primary targets amid ongoing Hormuz ceasefire negotiations.

Oil breaches $100/barrel as US prepares Hormuz blockade. Asia markets decline; most shipping stalled despite ceasefire talks. Strait of Hormuz handles one-fifth of global oil supply. Shipping insurance costs surge; vessels diverted add 2-3 weeks to voyage times.

Russia and Ukraine agree to Orthodox Easter 32-hour ceasefire as Putin declares truce. Both sides exchange prisoners but Odesa strikes reported despite agreement, highlighting fragility of diplomatic pause.

US crude closed above $100/barrel for the first time since 2022, with WTI at $106.44 and Brent crude up nearly 60% for the month. Iran has effectively closed the Strait of Hormuz, threatening approximately one-fifth of global oil supply. Trump has threatened further escalation against Iran's energy infrastructure.