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…
Asian Economies
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 : The hidden toll of the Corona Virus
By Christian Takushi, Independent Macro Economist & Geopolitical Strategist. 21 Feb 2020 (released to public 24 hours delayed and adjusted) I am releasing today my independent assessment of the human…
Editorial Comment on Military Coup in Turkey: Western misperception
By Christian Takushi, Switzerland – 16 July 2016. Religion is increasingly affecting and driving politics & the economy in the Middle East A band of secular generals & intellectuals wanted…
CFA Seminar May 2016: “Change Is In The Air” (transition to a European Super State)
Christian was invited by the CFA Society to give an update of his Global Geopolitical Macro Research. He points to the growing convergence of global macro and geopolitical forces. New…
GLOBAL RISK MONITORING reaches critical threshold. USA at risk?
For the 1st time since 2008 our GROM Global Risk Indicator has reached the critical level of 9 (1 – 10). By Christian Takushi MA UZ, May 6 2015. The…
NZZ: ASEAN – Wenn der Tiger erwacht (Asean tigers awaken)
In this article in German language the NZZ focuses on an overlooked region. As the NZZ rightly implies, in their obsession with China, many investors have forgotten that the ASEAN…
NZZ: Die fetten BRIC-Jahre sind vorbei (the fat years are over for BRICS)
NZZ BRICS macro & demograph Takushi 1 Dec 2014 NZZ’s Werner Grundlehner interviewed Christian in Nov 2014 to discuss his global macroeconomic and geopolitical views, especially on China.
China faces a Convergence of Challenges
“ The multiple challenges China faces – exacerbated by demographics – are unparalleled in modern history ” Lake Geneva, July 2014 Abstract: Many observers expected a major Financial…
Emerging Markets in Liquidity Crisis
Significant Liquidity Squeeze in Emerging Markets is leading to Economic and Political Crises (Lake Geneva, Switzerland – March 2014 ) I researched the strong decline in Liquidity Supply in…