One year in and the race towards herd immunity is on. But the pace of the race and who is currently out in front [...]
Marko, the founder of the renowned BCA Research’s Geopolitical Strategy practice, has an unrivalled reputation for connecting geopolitical issues with the financial markets. Based [...]
Global economic data continues to weaken, with contractionary forces taking hold around the world. However, contraction doesn’t mean recession: growth is slowing but expansion isn’t [...]
Tyler Cowen, “The U.S.-China Cold War Will Get Worse Before It Gets Better” The US and China are “carving out separate economic and political orders,” marked by a “collapse of trust”. This will lead to a bidirectional blockade on travel and investment as national security considerations prevail. What does this mean in practice? There will be two separate internets; US tech companies will be kept out of China, and vice versa; and so on. The winners: lower-wage nations like Bangladesh and Vietnam. The losers: nations like Germany and Singapore that wish to keep strong commercial ties to both the US and China (reads in 6-7 min).