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 German state of Bavaria, allow us to highlight some noteworthy developments we are currently monitoring and analysing: Russia and China are preparing…
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 a resilient real economy as some positive secondary scenarios are gathering pace. Policy Makers may have become a major Systemic…
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 could shift further to a liberal-left course in 2018 “Continental Europe is not the USA“ Tomorrow Dutch voters elect the new parliament…
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 waiting mode. Nevertheless, some developments deserve our attention. Their timing and inter-connection call for close monitoring. Interestingly, some of these developments…
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 the FED and surprising economic data, but also due to one-sided coverage by the media. I will also touch on…
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 (editorial) and 17 June 2016 (outlook), political & financial experts grossly underestimated the risk of BREXIT (Britain exiting the EU)….
By Christian Takushi MA UZH, 2 March 2016 – Switzerland. Global Geopolitical Macro-Update following Super Tuesday – what consensus is missing .. Some 60% of US voters expressed their anger about the current political-economic system by voting for Trump, Sanders, Cruz and Carson. Most businesses and investors are dismissing this…
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 7 years Central Bankers have manipulated financial asset prices. They printed money and dared to buy up bonds & stocks….
By Christian Takushi MA UZH on 25 Sep 2015 – Switzerland. Pope Francis (of the Holy Sea) in a historical address to the U.S. Congress on 24 September 2015 sent a strong yet gently worded warning to the most powerful institutions of the USA: The Congress, the Obama Administration and the…
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 the ground for a much bigger crisis in Europe and a possibly devastating War in the Middle East. You can…
