Geopolitical Video: Energy Crisis, AUKUS, German elections, Evergrande

Macro economist Christian Takushi gives a global round-up of 4 areas where he sees a big deviation from consensus:

1) Energy crisis: it is not due to Covid or Russia. It is the Green shift and our own Monetary Policy that is driving this

2) AUKUS – UK and USA build foundation for new global defence alliance. UK and USA are smartly reducing their exposure to the EU.

3) German elections: junior parties (Grüne, FDP) will decide. Watch for wealth tax and global citizen tax

4) China Evergrande: it is not a crisis, it has been carefully set up

Independent Global Geopolitical and Macroeconomic Research by Christian Takushi, Switzerland

Disclaimer: None of our comments should be interpreted or construed as an investment recommendation

Note: If you are not a qualified investor, you should consult a professional investment adviser before making any investment decisions

A distinct broad approach to geopolitical research

(a) All nations & groups advance their geostrategic interests with all the means at their disposal

(b) A balance between Western linear-logical and Oriental circular-historical-religious thinking is crucial given the rise of Oriental powers

(c) As a geopolitical analyst with an economic mindset Takushi does research with little regard for political ideology and conspiracy theories

(d) Independent time series data aggregation & propriety risk models

(e) Takushi only releases a report when his analysis deviates from Consensus