A geopolitical Podcast by Economist Christian Takushi on Sat 5 Aug 2023 – Switzerland

A round-up of big macro events that consensus is not paying enough attention to

https://spotifyanchor-web.app.link/e/D0Iovg6z1Bb

The Podcast builds on and complements Christian’s recent newsletters.

A round-up of big macro events that consensus is not paying enough attention to

1) Deflation is next, but next Inflation shocks are on the way

2) Job losses are coming to America and Europe – US economic data is covering up underlying weakness

3) A Bitcoin Renaissance is likely

4) Africa defies Europe – No one will want to build a gas pipeline to supply Europe

 

Independent Global Geopolitical Macroeconomic Research by Macro Economist Christian Takushi – 5 Aug 2023 –

GEOPOLITICAL RESEARCH MADE IN SWITZERLAND

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Disclaimer: No part of this opinion should be construed as investment advice. This opinion is based on the current state of our analysis, which builds on several working hypotheses. As more data is available our working hypotheses are continually re-tested and if necessary we will adjust our analysis. We do not work with conspiracy theories. 100% analysis-driven. 

 

Global Geopolitical Research Team

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Since 2016 our geopolitical newsletter is ranked among the 50 most reliable sources of geopolitical analysis worldwide. 

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