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Global Political Analysis

Don’t fight the Fed, but defy the CCP

Thursday, 29 February 2024, written by Andy Langenkamp

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 statemen...

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A word from the author

"Politics play an increasing role in shaping the world’s economies. This is an area that is becoming increasing complex to follow. We watch global trends and comment because we believe that you cannot ignore politics when forming your views on the financial markets.

So I try not to provide just another political commentary but really a clear look at the impacts and consequences for the various financial markets, making this report essential for our readers when it comes to forming views and making decisions in today’s current climate"

Andy Langenkamp, Senior Political Analyst

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