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Geopolitical Strategy
US Political Strategy
Strategy Insight

Five Tactical Views

by Matt Gertken, Chief Geopolitical/US Political Strategist  
Oil
Populism/Inequality
Russia

Trump, the Fed, the Russo-China bloc, Venezuela, and France are all seeing developments that imply some contrarian tactical views: Long USD, overweight US versus Europe, overweight Europe versus China, and short oil. 

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The financial industry’s premier geopolitical research service. We use hard data to calculate scenario probabilities and market impacts for geopolitical risks and opportunities. 

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Topics

Oil
Populism/Inequality
Russia

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