Markets

9 May at 19:38

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…

4 May at 16:26

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…

25 Apr at 13:29

Geopolitical Update : BRICS overtake G7, 29 nations defy the USD and the West

By Christian Takushi, Macro Economist, Switzerland – 17 April 2023 (delayed & truncated public release on 25 Apr 2023) (G7, BRICS, EMERGING MARKETS DECOUPLE FROM USD, MASSIVE SHOCK TO G7…

27 Mar at 18:58

Geopolitical Update : Banking Crisis is not an accident – The biggest risk is external

By Christian Takushi, Macro Economist, Switzerland – 23 March 2023 (public release truncated and delayed 4 days) Kindly allow me to elaborate a bit more on things I wrote in…

16 Mar at 17:08

Geopolitical Update : Are bank deposits safe? Our financial system is doomed, but not finished yet

By Christian Takushi, Macro Economist, Switzerland – 16 March 2023 (Truncated public release) After several US banks collapsed and Credit Suisse experienced a near free-fall, people – all across the…

4 Mar at 19:54

Geopolitical Update : Most overlooked .. G7 seize economy, US Politics drives Foreign Policy, USD strike

By Christian Takushi, Macro Economist, Switzerland – 4 March 2023 – Public Release Truncated. I have seldom had so many talks before releasing a research update. People are being bombarded…

23 Dec 2022

Geopolitical Update : 7 troubled spots overlap, form risk cluster. Why investors should avoid high confidence bets now

By Christian Takushi, Macro Economist, Switzerland – 22 Dec 2022 (truncated adapted public release) Dear reader I hope you are doing well as we approach the end of this challenging…

17 Nov 2022

Guest article: “Liberty Enlightening the World” – How The Statue of Liberty can inspire a GOP rebuild after the November 2022 elections

Unedited Guest article: “Liberty Enlightening the World”: How The Statue of Liberty can inspire a GOP rebuild after the November 2022 elections 13 November 2022 – Ohio USA Looking at…

8 Nov 2022

Geopolitical Update: Republicans with last minute momentum tonight at Mid Terms

By Christian Takushi, Macro Economist – Switzerland 8 Nov 2022 (a special early release to the public) Greetings to you on election day. I have re-run my US political analysis…

20 Oct 2022

Guest article – Liz Truss: an Early Assessment on the Prime Minister who shook the world with her Massive Butterfly Wings. Nobody does it Better!

Liz Truss: an Early Assessment on the Prime Minister who shook the world with her Massive Butterfly Wings. Nobody does it Better! 20 October, 2022 Ohio USA What an incredible…

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