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The CFA Society Switzerland is hosting independent Macro Economist and CFA member Christian Takushi for a special online seminar on the US Elections 2020. The CFA Institute is the premier global association of investment professionals – with over 178’000 members worldwide. Takushi speaks at CFA Seminars since 2012. CFA members earn PL credits.
For more information about CFA click HERE
By Christian Takushi MA UZH Macro Economist – 28 Aug 2018 (delayed public release)
French President Macron has stated this week that Europe needs to build her own financial and security framework in order to be independent from the USA. He confirmed the repeated calls by German Chancellor Merkel for Europe to detach from the USA. Paris, Berlin and Brussels are now in agreement. Many are cheering that the EU is standing up to America.
The EU is on confrontation course with the USA, and the Anglo-Saxon world in a sense. This is something we have been warning of for years. Many would like to blame this on US President Trump alone – a convenient, but somewhat misleading narrative. The USA and Europe have been on collision course for a long time. But despite the increasingly conflicting interests, political leaders on both sides of the Atlantic for over a decade continued to stress “the shared values” in public instead.
This clash was coming. Europe has been embracing China and Iran (both, serious threats to US hegemony and security) for a long time – long before even Trump announced to run for President. The EU sought to accelerate the rise of China to counterbalance US supremacy – the fast track to a multipolar world. While speaking harshly to Russia in public, Berlin was forcefully advancing a Russian-German pipeline, sealing its dramatic dependence on Russian energy. French defence giants, loaded with expertise but “starved” of projects at home, begun to expand aggressively overseas. Their focus: strategically chosen countries and programs. France begun to contain US-British military interests on other continents. Berlin is now drafting a financial system to help European companies defy US sanctions on Iran. That system could be used to curtail the reach of the US Treasury and future US sanctions on any other state though. [Read more]
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Geopolitical Update: A possible war with 2-3 fronts looms in the Middle East
Geopolitical Update: Abe sweeps 67% of votes as Japan rearms and shifts to the right
Europe to become a Super State – More integration & power concentration is coming (Interview)
Our GLOBAL RISK OVERLAP MODEL (GROM) is relevant for governments, multinational firms and investors.
Our Global Risk Barometer shows that conditions are present for a major crisis. This model was developed to gauge the level of vulnerability of the world economy to systemic external risks, but not to predict a trigger or timing of a crisis. Europe is particularly vulnerable to most crisis scenarios.
We expect the Global Risk level to remain elevated throughout the (2nd) Transition Period 2017-2024. In conjunction with our LEV-AL Model this suggests that businesses & governments should prepare contingency plans for major disruptions of operations and supply chains.
“After 45 years of a liberal Policy Mix, a multi-year process of Normalisation in Global Politics and Economics started in 2015. Fears of extreme isolation and protectionism by the USA and UK will prove as overdone. We see rather a temporary correction towards the historical mean after a long period of unprecedented liberal advances across the board” By Christian Takushi MA UZH, 3 Dec 2016.
At this year’s Investment Conference for professional investors Takushi shed light on underestimated but likely future events (See video)
In the vacuum of US leadership in Latin America, Russia and China are growing their influence (an excerpt of our research from Jan 2016 was viewed over 1 million times). The struggle between the super powers has shifted to Latin America. Latest update only available to policy makers.
For almost ten years Takushi is predicting the inexorable Geopolitical rise of Turkey and the potential rise of Romania & Poland as European powers. While Turkey is rising as a result of its excellent strategic geopolitical advisers and Europe’s lack of strategic foresight, Romania could benefit greatly from strategic energy & military shifts. Takushi sees Bucharest lacking global strategic-geopolitical expertise though. In that sense, Warsaw is one step ahead. Nations will rise and fall based on their ability to capitalise on global strategic-geopolitical shifts. (Latest update only available for policy makers)
After years of researching Geopolitics and Macroeconomics, Takushi found that broadening Macro Research to include geopolitical factors improved the quality of predictions. He thanks the many professionals and experts that are contributing to advance this research.
This new approach to Geopolitical Analysis is free of conspiracy theories, ideology and judgement: All nations pursue their national interests with all means at their disposal, just as corporations do. This is, in a way, an economist’s approach to political analysis. Applied at a global scale and aggregate levels, the Western linear-logical way of thinking is complemented by the Oriental circular worldview to improve results.
(To get the full reports without delay, you can subscribe to our newsletter – All media prior to 2016 are from Takushi’s personal archives and are here only for reference)
“Christian Takushi is among the most significant geopolitical analysts of today and among the very few that dare to make clear predictions. He has been proved right time and again”
Dr. Dimitrios-Vasileios Kokkinos
21 Nov 2019 - UAE
“Independent thinking has become a rare and important source of information. I’m very thankful for Christian Takushi & his team’s research and opinions over the last 20 years – he predicted BREXIT and Trump.”
Dr. Claude Schmidt
Swiss Economist & Investment Banker, 3 Dec 2016, Zurich
“Gifted with a unique maverick approach … Christian Takushi is today a forerunner of a new economics, geopolitical economics. A new movement of thinkers and achievers has begun.”
Ludmila Morozova-Buss, M.S. In Mathematics
Management, Technology and Entrepreneurship Roundtable Owner, Berlin
“Your article is fascinating reading. One of the best posts I have ever read. I want to read your other articles going forward.”
Joseph M. Pimbley
Ph.D. Physics, Principal, Maxwell Consulting, New York
“If you are an investment professional, Christian Takushi encourages you to visit the website of the CFA Institute. It is the premier global association of investment professionals – with over 178’000 members worldwide. Takushi, himself a CFA member, speaks at CFA Seminars since 2012. He also encourages other investment professionals to seek membership and adhere to the CFA ethical standards.”
For more information about the CFA Institute click here
