Global Political Drivers: Regime change in the air

  • US grudge matches – focused now on Iran and Venezuela – feed a global investment theme
  • It’s not so much the oil price; and conflict tail risk is irrelevant to markets
  • The main driver instead is intensifying US financial sanctions
  • Counter-measures by China and Russia accentuate economic fragmentation
  • Diminishing returns to US sanctions will increase the risk of financial shocks

Economics

Politics

05 Apr 2019

Russia: Labour fix

Markets

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We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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