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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 … [Read more]
Geopolitical Update : Beginning of US Downfall? Debt Crises & Conflicts loom
Geopolitical Update : Don’t trust the stock rally – The West is not in the lead
Geopolitical Update: A possible war with 2-3 fronts looms in the Middle East
Europe to become a Super State – More integration & power concentration is coming (Interview)
Geopolitical Update: Abe sweeps 67% of votes as Japan rearms and shifts to the right
“After 45 years of a liberal Policy Mix, a multi-year process of Normalization in Global Politics and Economics started in 2015. Fears of extreme isolation and protectionism by the USA and UK will prove overdone. We see rather a temporary correction towards the historical mean after a long period of unprecedented liberal advances across the board. One that will eventually fail to stop the secular trend of liberal globalization ” By Christian Takushi MA UZH, 3 Dec 2016.
Many observers and analysts err in their view of the new US Supreme Court. Based on our independent analysis, we assess that the Supreme Court is less conservative than widely believed. On paper it is conservative, but the facto rather “centrist” or “centrist-conservative leaning” depending on the issues at stake.
In the vacuum of US leadership in Latin America, Russia and especially 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 capitalize 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.
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 and ministries should prepare contingency plans for major disruptions of operations and supply chains.
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21 Nov 2019 - UAE
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