Global-order

The dollar is not dying. Its monopoly on cross-border plumbing is. New payment rails, BRICS settlement experiments, and sovereign wealth redeployment are building a financial order that is no longer single-channel. Part II of a four-part series on how the post-1945 order is being rewritten in 2026.

The unipolar security umbrella that has shaped the world since 1945 is not collapsing. It is being replaced, piece by piece, by overlapping regional balances. The Iran war revealed the gaps. The Quad's evolution shows how the replacements get built. Part I of a four-part series on how the post-1945 order is being rewritten in 2026.

Davos 2026 revealed a world no longer organized around shared assumptions. Power is fragmenting, alliances are conditional, and coordination is costly. This opening post sets the geopolitical foundation for understanding markets, macro constraints, and corporate strategy in the years ahead.