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Global Political Analysis

Is the US headed blindly towards the fiscal abyss?

Thursday, 11 April 2024, written by Andy Langenkamp

This week, we will zoom in on the fiscal policies and the consequences for markets we can expect if Trump becomes president again, but also if American voters allow Joe Biden to stay on in the White House.

This report is published: Bi-weekly

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Previous reports

Trump II - blessing or disaster for the financial markets?

Thursday, 14 March 2024

The chances of Donald Trump again inhabiting the White House starting next January are significant. What policies can we expect from Trump II and how will they affect the dollar, stocks, bonds and commodities, among others?

Don’t fight the Fed, but defy the CCP

Thursday, 29 February 2024

The adage among investors in recent decades has mostly been ‘Don't fight the Fed’. Financial markets do not seem to hold this view with regard to the Communist Party of China: in spite of statements about economic growth and stimulus efforts by Chinese policymakers, investors have largely shunned Chinese shares. Will China disappoint, and if so, what are the implications for the global economy and markets?

Has the West fired all its fiscal & monetary guns?

Thursday, 15 February 2024

What will continued populist advances in Europe and a Donald Trump election victory mean for financial markets?

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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 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 me to discuss the options. 

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