Convergence

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 17:07

Geopolitical Interview – The biggest Macro factor, Why investors get Pivot wrong

FS Insider senior editor Cris Sheridan interviews macro economist Christian Takushi to discuss the biggest Macro Factor affecting world events since 2020 and why Markets are getting the PIVOT wrong.…

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…

28 Apr at 22:11

Geopolitical Video: BRICS overtake rich G7 nations, take on the USD & risk bursting our bubbles

A geopolitical Video by Economist Christian Takushi on Sat 28 April 2023 – Switzerland Dear newsletter reader Macro Economist & Geopolitical Strategist Takushi tries to add value by focusing on…

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…

12 Jan at 22:38

Geopolitical Update : Domestic pressures at key NATO allies are growing

By Christian Takushi, Macro Economist, Switzerland – 12 January 2023 (public release truncated) We would like to update you on some domestic policy pressures that are exacting pressure on NATO allies in…

12 Jan at 15:24

Geopolitical Podcast: Why inflation matters

A geopolitical podcast by Economist Christian Takushi on Thu 12 Jan 2023 – Switzerland Dear newsletter reader This is a quick inflation update that complements our strategic research newsletter updates.…

Convergence

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