Previous reports
Andy's Bi-Weekly Political Insights
Sign up now here below to be the first to receive Andy’s Weekly Insights on the political developments that move the markets—delivered directly to your inbox.
The Donald Show Part II 12th November
Donald Trump must wait a few more months before he takes over the reins from President Joe Biden, but he is already rolling out the red carpet for The Donald Show Part II.
Extra Update: Revenge of the deplorables 6th November 2024
Earlier today in an update, we covered market reactions to Donald Trump's victory in the US election. In this political special, we cast the net wider and look at what impact the new American political constellation will have on several policy areas and its implications for various asset markets.
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.
Get started with your complimentary trial!
Request a free trial to access all publications on our research platform for 40-days, without any obligation!