Geopolitics
Chopping Block…
Highlights Democrats are backing off from corporate tax hikes, a positive surprise for the earnings outlook. However, the reconciliation bill will be even more stimulating than expected at a time when the output gap is closed. Short-run inflation risks…
Bolsonaro Will Abandon Fiscal Discipline Amid Plummeting Popularity…
Rising Turkish Geopolitical Risk Is Bad News For The Lira…
Biden Stands Behind Taiwan…
Highlights The ruling African National Congress will be difficult to displace in upcoming elections given the large economic role it plays in the public sector and in low-income households. Low growth outcomes will continue as the government navigates…
Inflationary Pressures Will Force The BoC To Act…
What’s New Six Months Before The French Elections…
Highlights As US and China’s grand strategies collide, expect major and minor geopolitical earthquakes whose epicenter will now lie in South Asia and the Indian Ocean basin. Another tectonic change will drive South Asia’s emergence as a new geopolitical…
Highlights Taiwan remains the epicenter of global geopolitical risk, as highlighted by the past week’s significant increase in saber-rattling around Taiwan and across East Asia and the Pacific. Tensions may subside in the short run, as the US and China…