Uncategorized

23 Aug 2018

Geopolitical Update: Europe braces for Sweden & Bavaria Elections

Christian Takushi MA UZH, Macro Economist & Geopolitical Strategist, 23 Aug 2018 – Switzerland (public release 28 Aug 2018) Before going into our research update on the upcoming elections in Sweden and the…

7 Aug 2017

Global Geopolitical Macro Outlook: world vulnerable during Aug-Sep, resilient real economy

By Christian Takushi MA UZH, 7 Aug 2017 – Switzerland. In this post we point to a a very vulnerable geopolitical global landscape during this Fall 2017, but also to…

15 Mar 2017

Voter Revolt in the EU is likely to fail – The EU could shift further to a liberal-left course in 2018

By Christian Takushi, Macro Economist – Zurich & Geneva on 14 March 2017: Elections in the Netherlands, France and Germany (this is an adapted version of the original) The EU…

5 Nov 2016

Special Geopolitical Macro Update: Possible US Election surprise, Moral decline, US-Russia escalation & Syria-Iraq war

By Christian Takushi, Switzerland – 4 November 2016 Dear reader The 3-4 weeks leading to the US Elections are as expected a tense “radio silence”, with many decision makers in…

13 Sep 2016

Geopolitical Macro Update – 9 Sept 2016: G20 & Turkey, USA, Germany and UK

By Christian Takushi MA UZH, Switzerland, 9 September 2016 As usual we focus on recent developments that are being underestimated by consensus. Most likely due to consensus excessive focus on…

30 Jun 2016

EDITORIAL: British brave the threats; Queen Elizabeth II, Expect a Yes to “nuclear deterrence” on July 18th, Why experts missed Brexit

EDITORIAL: British people brave the threats. By Christian Takushi MA UZH, 30 June 2016 – Switzerland 1) Introduction As we warned in Fall 2015 and more recently on 7 Jan 2016…

2 Mar 2016

US Voter revolt: Resurgent Trump wins big – we reiterate a TRUMP SHOCK to the system is coming

By Christian Takushi MA UZH, 2 March 2016 – Switzerland. Source: www.politico.com Global Geopolitical Macro-Update following Super Tuesday – what consensus is missing .. Some 60% of US voters expressed…

7 Jan 2016

Editorial in Jan 2016: FED could weaken USD to shield US economy from risks ahead; Latin America: Demise of Mercosur

By Christian Takushi, on 7 Jan 2016 (see also short video from 21 Jan 2016) Why markets could crash: geopolitical and political risks not priced in yet. Over the past…

25 Sep 2015

Pope Francis gently rebukes the FED, U.S. Congress and Obama. Meanwhile Obama fires salvo at Merkel’s Realpolitik for Syria

By Christian Takushi MA UZH on 25 Sep 2015 – Switzerland. US Speaker of the House, John Boehner (right), overcome with emotion as Pope Francis speaks at US Congress on…

15 Jul 2015

The World faces two bad deals: Greece and Iran

By Christian Takushi, Macro Economist, 14-15 July 2015, Switzerland. The EU-ECB-IMF deal for Greece and the US-Iran deal if implemented will bring short-lived joy and economic boosts, but they lay…