Geopolitics & the Day After
To begin this week’s newsletter, we look at the results of recent elections in Mexico, South Africa, and India, and look ahead to the upcoming election in the US. Then, we examine the signals of a potential slowdown in the US economy alongside currencies that...Geopolitics & the Day After
To begin this week’s newsletter, we look at the economic issues that China faces and the issues in Taiwanese domestic politics that will challenge its new president. Then, we examine the record highs that global financial markets have recently been hitting in...Geopolitics & the Day After
To begin this week’s newsletter, we look at a historic shift in the Beijing-Moscow relationship, where Russia’s dependence on China has drastically grown. Then, we examine the role that minerals critical for the green transition will have for geopolitics...Geopolitics & the Day After
To begin this week’s newsletter, we look at the economic prospects of the US and Europe, highlighting that they seem to be going in opposite directions as well as the potential for new technologies to change this dynamic. Then, we examine the return of stock...Geopolitics & the Day After
To begin this week’s newsletter, we examine the unique risks to the global financial system, as well as how America’s alarming deficit may contribute to them. Then, we look at Russia’s activities in the Balkans, highlighting questions about...Sign Up for Our Publications
