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Special Report

The Coming EXITentialist Crisis

by Matt Gertken, Chief Geopolitical/US Political Strategist   Marko Papic, Chief Strategist  

If the U.K. ultimately exits the EU, it will be a major break in the 70 years of European integration. Multipolarity will be reinforced, increasing global geopolitical risk. We expect global risk assets to start taking cues from Europe, not the Fed and China. However, risks of N-Exit - that other EU member states follow suit - may be overstated.

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