Short Video Clip with Geopolitical Outlook after US Strikes on Syria (April 2017) Christian Takushi addresses the US air strike on Syria and 3 geopolitical factors that consensus is underestimating: 1) Trump’s defining moment, 2) Iran could unleash War in Aug-Sep 2017, a byproduct of US-Iran Deal and Turkey remembering…
By Dimitris Lagopoulos, Economist, Geneva . 6 April 2017. The European Union (EU) is in a state of crisis. Depending on the country, this crisis is economic, political, or social, or all of these at the same time. The signs are pretty obvious: the exploding debt in southern countries, the…
By Christian Takushi, Macro Economist – Zurich & Geneva on 14 March 2017: Elections in the Netherlands, France and Germany (this is an adapted version of the original) The EU could shift further to a liberal-left course in 2018 “Continental Europe is not the USA“ Tomorrow Dutch voters elect the new parliament…
By Christian Takushi, Macro Economist – Zurich & Geneva on 21 Dec 2016. As Germany is rocked by the worse terror attack in decades, this is a summary of long-term thoughts (this strategic editorial from Dec 2016 was updated in Dec 2017 and is relevant for years to come). For years we…
Interview with L’Agefi in Geneva on 23 November 2016. Christian Affolter interviewed Luc D’Hooge (Fund Manager at Vontobel Asset Management AG) and Christian Takushi (Macro Economist & Strategist at Geopolitical Economics AG). After having correctly forecast the outcomes of both, BREXIT and US Elections in 2016, Christian Takushi spoke at…
By David Schane, USA – 10 Nov 2016. Dear Christian, Congratulations on your accurate election analysis! I always told my colleagues and friends to not be complacent about a Clinton victory – although for academic honesty I must acknowledge that my family supported Hillary in the end (despite her flaws,…
Title of Message: “Possible Double Surprise at US Presidential Elections 2016″: A Trump victory and one by a bigger margin than few would expect”. Takushi points to an unusual late convergence of economic and religious factors that could favor Mr. Trump in the Rust Belt, South and Mid West. 15…
By Christian Takushi, Switzerland – 4 November 2016 Dear reader The 3-4 weeks leading to the US Elections are as expected a tense “radio silence”, with many decision makers in waiting mode. Nevertheless, some developments deserve our attention. Their timing and inter-connection call for close monitoring. Interestingly, some of these developments…
By Christian Takushi MA UZH, Switzerland, 17 Sept 2016, released to public on 19 Oct 2016. Introduction: Three countries should be on our radar this Q4: The USA, Germany and Turkey. Although no major event is due in Germany, global events are influencing the political process there in a way…
By Christian Takushi MA UZH, Switzerland, 9 September 2016 As usual we focus on recent developments that are being underestimated by consensus. Most likely due to consensus excessive focus on the FED and surprising economic data, but also due to one-sided coverage by the media. I will also touch on…
