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Global Political Analysis

Harris or Trump? It doesn’t matter!

Thursday, 24 October 2024, written by Andy Langenkamp

What do Hollywood superstar The Rock and investment titan Larry Fink have in common, and how does that tie into the U.S. elections and their impact on the financial markets?

This report is published: Bi-weekly

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Previous reports

Buy or Bolt Amidst Middle Eastern Sabre-Rattling?

Friday, 11 October 2024

According to Ed Yardeni, past geopolitical crises have almost always been favourable opportunities for stock investors to step in. The current escalation in the Middle East has yet to create such a moment for investors. Is a buying opportunity imminent?

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Will the Middle East blow up the soft landing?

Thursday, 26 September 2024

In the 1970s, oil crises stemming from war in the Middle East contributed greatly to recessions in Europe and the US. Is a similar scenario conceivable now, where the escalating conflict between Israel and Hamas and Hezbollah will rock energy markets?

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Are deglobalisation risks insufficiently priced in?

Thursday, 12 September 2024

Are financial markets looking at the global economy and international politics through overly rose-coloured glasses? Or do investors have X-ray eyes like Superman, seeing right through all the noise and apocalyptic predictions, meaning that prospects for the global economy are positive?

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Andy's Bi-Weekly Political Insights

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Is US democracy dying in the limelight?, 29th October 2024

The Washington Post's slogan is “Democracy dies in darkness.” Critics of Donald Trump would argue that democracy came under even greater pressure in the full spotlight this past weekend.

Gold bugs harbingers of a massive flight towards safe havens?, 15th October 2024

"But all I hear is doom and gloom, With all is darkness in my room" - Rolling Stones – Doom and Gloom

If we are to believe Donald Trump and Keir Starmer, this song by the old rockers reflects today's world. Trump said..Read more

Five Scenarios for the Middle East Crisis, 3rd October 2024

The Middle East conflict is heating up fast. Israel’s incursion into Lebanon and Iran’s missile strikes on Israeli soil have pushed the region closer to a dangerous tipping point, with some fearing the outbreak of a full-scale war. As Hezbollah, Iran, and Israel remain locked in hostilities, we see several possible outcomes...Read more

 

Also available: Analysis on request & consultancy  

In today’s complex, volatile and interconnected business and investing climate, decision-makers often struggle to effectively sift through the volumes of data about (geo)political, financial and economic risks. With our Global Political Analysis reports and Bi-Weekly insights we filter out the noise and help you understand the political risks on the horizon. For clients in need of customized analysis, monitoring, scenarios and forecasts, we offer various consultancy services and write analyses on request. Feel free to contact our Senior Political Analyst, Andy Langenkamp, to discuss the options.