Published Monthly · Free

Monthly Geopolitical
Risk Report 2026

The OrreryX monthly geopolitical risk report covers the top conflicts, nuclear flashpoints, and market impact on oil, gold, and stocks. Used by portfolio managers, analysts, and investors who need to stay ahead of geopolitical risk — delivered free to your inbox every month.

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📊 180+ countries tracked 🔄 Updated monthly 📈 Market impact mapped 🔒 No spam
ORRERYX GEOPOLITICAL RISK REPORT MAY 2026 · ISSUE #14

Top Risk Scores — May 2026

🇮🇳🇵🇰 India-Pakistan
72/100
🇮🇷 Iran Nuclear
61/100
🇷🇺🇺🇦 Russia-Ukraine
58/100
🇺🇸🇨🇳 US-China Trade
79/100
🇹🇼 Taiwan Strait
44/100

Market Impact — Key Movers

Gold (XAU)
+12.4%
Safe-haven surge on India-Pakistan escalation
Brent Crude
+8.7%
Iran Hormuz risk premium + OPEC+ cut extension
Defense ETF
+15.2%
NATO spending surge, Ukraine war budgets
USD/CNY
+2.1%
Trade war tariff escalation drives yuan pressure

🔒 Full report (12 pages) includes scenario analysis, sector picks, and 30-day forward risk outlook

What's in each monthly report

📊

Risk Score Dashboard

Quantified 0-100 risk scores for 15+ active conflict zones. Month-over-month change and trend direction.

📈

Market Impact Mapping

Which assets moved and why. Oil, gold, defence stocks, currencies — all mapped to specific geopolitical triggers.

🔭

30-Day Outlook

Forward-looking scenario analysis: what to watch next month, key dates, and escalation/de-escalation triggers.

🌍

Conflict Summaries

Plain-language summaries of Ukraine, India-Pakistan, Iran, Sudan, and 10+ other active conflict zones.

💼

Investor Implications

Which sectors to overweight/underweight given current risk environment. Backed by correlation data.

Breaking Events Log

Timeline of the month's most significant geopolitical events with their market impact, day-by-day.

Monthly Geopolitical Risk Report — FAQ

Who is this report for? The OrreryX monthly geopolitical risk report is designed for portfolio managers, wealth advisers, retail investors, journalists, corporate risk teams, and anyone who needs to understand how global events affect markets. It is written to be accessible to non-specialists while providing the analytical depth that professionals require.

How is the report generated? Each report is built on OrreryX's live data infrastructure — 180+ country risk models, real-time conflict tracking from verified news sources, and quantitative market correlation analysis. The risk scores are updated continuously and the monthly report reflects the state of each indicator at month-end, with narrative analysis of what drove changes.

What does the May 2026 report cover? The May 2026 report covers the India-Pakistan military confrontation and ceasefire status, Iran nuclear escalation and Hormuz risk, Russia-Ukraine frontline developments and ceasefire talks, US-China tariff war at 145%, Sudan civil war spillover, and market impact on gold, oil, defence stocks, and currencies. The forward outlook section covers what to watch in June 2026.

Is it really free? Yes. The monthly report is free with an OrreryX account. The free tier includes the monthly report and access to the live dashboard. Paid plans unlock daily AI briefings, real-time alerts, and deeper country risk profiles.