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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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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. People should ready contingency plans for their businesses and families. And no longer focus on crises alone, but to cope with enduring changes. 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 2016. Fears of extreme isolation and protectionism by the USA and UK will prove as overdone. We see rather a process of correction towards the historical mean after a period of unprecedented growth in trade volumes and corporate profits along a dramatic erosion of the middle class and security 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)
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21 Nov 2019 - UAE
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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.”
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Management, Technology and Entrepreneurship Roundtable Owner, Berlin
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