Geopolitical Futures Launches GeoEconomic Lens

At a Glance

• Geopolitical Futures (GPF) has launched GeoEconomic Lens, a new monthly intelligence product analyzing the economy through the lens of geopolitics.

• The product is built on GPF's geopolitical forecasting model, developed by founder George Friedman, alongside Chief Geoeconomist Antonia Colibasanu's methodology for tracking major economic trends.

• Each monthly issue includes an Executive Summary, a Feature article, Regional Outlook, Monthly Recap, Geoeconomic Transformations, and The Month Ahead.

• The July issue, published on Wednesday, July 8, features an article titled "The Coming Defense Boom," with a free PDF of the inaugural May 2026 issue available by email.

Most economic analysis is built to explain what has already happened. Geopolitical Futures (GPF), the forecasting company led by internationally renowned geopolitical strategist and best-selling author George Friedman, has built its reputation on the opposite discipline: anticipating what happens next. The company has now introduced GeoEconomic Lens, a new product designed to give businesses and investors actionable economic intelligence by examining markets through the lens of geopolitics rather than treating economics and geopolitics as separate fields of analysis.

Reading the Economy Through Geopolitics

GeoEconomic Lens examines a nation's economy through the perspective of geopolitics, using that lens to study and predict the impact on trade routes, energy alliances and prices, financial power, transportation, supply chains, logistics, and international industries. The product draws on GPF's proprietary forecasting method alongside the methodology developed by Chief Geoeconomist Antonia Colibasanu for analyzing major economic trends, with the explicit goal of helping subscribers understand not just what is happening in the global economy, but how global power dynamics are shaping economic stability, dependency, and opportunity.

"Our geopolitical model is a flywheel for economic risk analysis others miss. Knowing what to expect geopolitically allows us to study and predict the economic consequences and the future of these sectors."

— Antonia Colibasanu, Chief Geoeconomist, Geopolitical Futures

Inside a Monthly Issue

Each month, GeoEconomic Lens covers global, regional, and sectoral economic issues in depth, with mid-month updates and the option for subscribers to contact an analyst directly for a more customized product. The Executive Summary is designed to let busy executives quickly identify what GPF considers most important that month, so they can focus their attention on the regions or sectors most relevant to their business.

Every issue also includes a Feature article addressing a significant geoeconomic question, past examples include "Is There an Impending Global Food Crisis?" (May 2026) and "The Truth About Inflation" (June 2026). The Regional Outlook section examines specific country and regional dynamics, such as "Vietnam, Australia and the Art of Hedging," while The Monthly Recap tracks how economic structures across regions are shifting as a result of geopolitical developments. In Geoeconomic Transformations, Colibasanu examines the major global economic trends shaped by geopolitical forces and how those trends may influence future geopolitical events. One of subscribers' favorite sections, The Month Ahead, poses the key questions and issues investors and executives need to watch in the coming month.

A Track Record Built Over Decades

GPF is positioning GeoEconomic Lens's credibility on the strength of its forecasting history. Friedman's 2009 book, The Next 100 Years: A Forecast for the 21st Century, included predictions that Russia would invade Ukraine in the early 2020s, that China's economy would slow toward lower GDP growth due to its dependency on exports, and that the United States would undergo a period of internal turbulence between 2020 and 2030 as part of a recurring 50-year cycle of American reinvention.

Colibasanu's own track record on geoeconomics includes a broader 2021 prediction that the global economy would fragment rather than return to pre-2020 globalization, with trade, finance, energy, and technology reorganizing around security concerns rather than efficiency alone. She also argued that economic security would become a state priority, that states would increasingly use economic tools for political goals, and that inflation would not be purely "temporary" or monetary in nature, linking it in September 2021 to energy, semiconductors, supply-chain disruption, freight costs, fuel prices, labor shortages, and food prices, before the 2022 inflation shock fully unfolded.

"Our focus on the geoeconomic indicators of a nation's power is guided by our geopolitical forecasting model with an over 25 year track record of correct predictions. It is also presented with the accessible style we are known for at Geopolitical Futures, analyzing and forecasting complex concepts in a way that is easy to understand."

— George Friedman, Founder, Geopolitical Futures

What's Next

The July issue, published on Wednesday, July 8, featuring a Feature article titled "The Coming Defense Boom." Prospective subscribers can receive a free PDF of the inaugural May 2026 issue by email to explore the product's format and analysis firsthand.

About Geopolitical Futures

Geopolitical Futures, LLC was founded in 2015 by George Friedman to serve what the company calls the "learned public," readers eager to understand the world as it is. The firm is non-ideological and studies the rigorous application of geopolitics across the political, economic, military, and geographic dimensions that underpin nations. Geopolitical Futures is a Texas-based company with an international staff working from many countries, has no physical office, and is entirely supported by subscriptions, a structure the company says leaves it accountable to no one but its readers.

Further information about GeoEconomic Lens is available at geopoliticalfutures.com/lens. Media enquiries can be directed to pr@geopoliticalfutures.com or by phone at 1-888-982-8217.