Geopolitical Update : Economic warfare means Higher Rates bias at FED/ECB (Part 1)
By Christian Takushi, Macro Economist. Switzerland – Sat 9 Sep 2023. (Public release delayed to 15 Sep 2023) Dear friend I trust you are well. I hope that those of…
Markets
Geopolitical Update: China de-escalates briefly .. first take on Summit
By Christian Takushi, Macro Economist. Switzerland – Fri Sat 25 Aug 2023 (Public release delayed to 5 Sep 2023) Dear friend This is our first provisory take of the BRICS…
Geopolitical Update : BRICS and USD weigh on markets – two tense weeks ahead
By Christian Takushi, Macro Economist. Switzerland – Sat 19 Aug 2023 (truncated public release 20 Aug 2023). Dear friend The next two weeks could be under the massive influence of…
Geopolitical Update : Europe underestimates what is brewing in Africa
by Christian Takushi, Independent Macro Economist. Switzerland – 2 Aug 2023 (Adapted public release) In a few days the ultimatum against Niger by the West African Economic Bloc (ECOWAS) led…
Geopolitical Update: Is the West converging with China?
by Christian Takushi, Independent Macro Economist. Switzerland 27 July 2023. Growing state interventions & Monopolies are setting West on convergence course with China Dear reader Following the newsletter we issued…
Geopolitical Update : Bigger monopolies & state interventions, is the West converging with China?
By Christian Takushi, Macro Economist. Switzerland – Sat 22 July 2023 (truncated public on 25 July 2023) With bigger monopolies and state interventions, is the West converging with China? On…
Geopolitical Update : New BRICS currency may usher in unexpected winners & losers
By Christian Takushi MA UZH, Independent Macro Economist, Switzerland – Thu 13 July 2023 (truncated & adapted for public release on 14 Jul 2023) One month ahead of historic BRICS…
Geopolitical Update : BRICS could push Gold & Bitcoin higher; Moscow’s tactical options?
By Christian Takushi, Macro Economist, Switzerland – 24 June 2023 (delayed and truncated for public release on 27 June 2023) Dear reader It is time to reveal what I am…
Geopolitical Update : Chile shifts right – A different view on USD, China, GOLD & OIL
By Christian Takushi, Macro Economist, Switzerland – 9 May 2023 (Public release truncated and adapted) Dear reader This geopolitical research note concerns Copper, the USD, GOLD and OIL – especially…
Geopolitical Update : Why Markets continue to get the Pivot wrong – Lower Rates, Elections.
By Christian Takushi, Macro Economist, Switzerland – 4 May 2023 (Public release adapted and truncated) Dear reader After the latest FED policy moves, we have tested our working hypotheses and reviewed…