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Global Political Analysis

Will the Middle East blow up the soft landing?

Thursday, 26 September 2024, written by Andy Langenkamp

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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Previous reports

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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Where are the safe havens in a world full of political strife?

Thursday, 29 August 2024

Where can investors still find safe havens now that economies like the U.S., the Eurozone, Japan and China may raise doubts due to political risks, among others?

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Will politics thwart the global economy?

Thursday, 15 August 2024

Last week stock markets worldwide took big hits with Japan in particular. These losses have now almost or already been recouped. Is this justified or is a sharply deteriorating economic climate looming, caused in part by international political developments?

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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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We supported a luxury bedding company with production facilities in the Philippines by providing an analysis of the national political situation and the potential impact of rising protectionism and geopolitical tensions within the Asian region. 

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For a corporate client in the business of digital learning tools, we presented an overview of the critical political risks for the world economy in the coming quarters, with a special focus on the chances of Trump becoming president again and the potential implications for EUR/USD.  

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