The US Congress has passed major new aid for Ukraine, but it might be to late. Here’s our assessment and thoughts on how you can prepare for when Ukraine loses
Mikkel is the lead author of The Great Game, our weekly editorial on geopolitics and global conflict. He is a former chief strategy consultant at PwC and Danish Ministry of Finance.
Iran’s attack – Large in Size, Harmless in Effect. What’s next?
Undertanding Iran’s strike and what might come next – plus some potential solutions for the Red Sea crisis.
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Iran/Israel debrief: A very soft response from Iran – No risk of wider war
Read our analysis before panicking and be ready for markets to open on Monday
Israel-Iran War Coming?
Are Israel and Iran headed for war? We give our analysis and paint out the most likely scenario.
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Great Game – Israel running out of friends, China growing friendships
Israel is running out of sympathy, China is swaying a major neighbouring country and the Chips War is evolving
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Great Game – Moscow terror, Netanyahu Furious and Biden climbing polls
Geopolitical analysis of the questions we’re getting the most
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Great Game – Who can stop Putin? Can Nigeria keep out crypto?
Putin takes the expected win, but his real victory might come from inaction in the streets.
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Great Game: Cannibals in Haiti and Mediators in Istanbul
We cover the hottest geopolitical topics relevant to your portfolio!
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3 take-aways from Li Qiang’s speech
With China slowly emerging from the COVID abyss, what are their plans for economic recovery and long-term growth?
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Great Game – Not another shutdown…
Congress fighting to avert a shutdown – is it really time for that again?
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Great Game – Asian elections and Ukraine outlook
How do the elections in Indonesia and Pakistan affect global affairs and markets? And what’s the outlook in Ukraine after the switch of generals and death of Navalny?
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Great Game – Why Gaza Ceasefire is Coming Within 2 Weeks
Our prediction points to a coming cease-fire in Gaza – Read why and how that could affect your portfolio
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Great Game – Why Biden goes soft on Iran
There are early signs that Political risks have plateaued in the Oil space and US military retaliations may not be as escalatory as portrayed by many media outlets. Read our week’s geopolitics take below!
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The Great Game – Iran-USA War?
Are Iran and the US headed for war? What steps lay ahead of us? And how could it spill over in to oil prices and inflation?
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Great Game: No Red Sea Solution in Sight
Are we moving closer to a solution of the Red Sea Crisis or further away? Read our prognosis in this week’s Great Game
Join our Premium Q&A on Tuesday January 23rd
Don’t forget to join our Premium Q&A on Tuesday – either 9AM CET or 9AM EST depending on your time zone and calendar. We’ll give you all the latest on inflation, the Red Sea, liquidity and everything else you’d expect from us. Join us via these links: Americas (9AM EST): https://us06web.zoom.us/j/84469410952 Asia/Europe (9AM CET): https://us06web.zoom.us/j/85493369343
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When Will the Red Sea Crisis Be Over?
The Red Sea Crisis has enormous effect on global markets and threatens to cause a second inflation wave. But the real question is – when will it end? Here’s our prognosis of possible solutions
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What’s next in the Red Sea and Taiwan?
Will the Houthi attacks carry on and will Xi invade Taiwan? We give our take on the hotspots in global affairs right now
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Great Game – 3 Potential Shocks To Watch in January
Three potential geopolitical events that every investor should watch in January!
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Hamas Rejects Ceasefire – Here’s Why It’s Actually Great News
Hamas has rejected a ceasefire offer from Egypt – but could it actually be really good news? Read why!
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The Great Game – Funding for Ukraine freezing
We take a closer look at what’s going on in the Red Sea, where major shipping giants have re-routed cargo ships to travel south of Africa. Simultaneously both the EU and the US are struggling to find political backing for continued funding for the Ukraine war. Read my outlook and prognosis right here in the Great Game!
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Great Game – Climate, chips and corruption!
COP28, Gaza, and Japan have taken center stage in our analysis of global geopolitics this week. Read our 3 key points below!
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Great Game – War over Oil… In LatAm?
This week, we cover the Venezuelan invasion of Essequibo, troubles in East Africa and Israel’s renewed offensive in Gaza
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The Great Game – Dutch Right Swing
Is Geert Wilders a non-event for markets or a signal that Europe is moving right? What is going on with the attacks on Israeli shipping? We take a closer look on the week in geopolitics
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Great Game – Truce in Gaza?
We are edging closer to a truce in Gaza – but what does that tell us about Israel’s position and the future of the Middle East?
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Great Game – 3 Reasons Why Trump Will Win – And 1 Reason He Won’t
With Donald Trump performing relatively well in recent polls – is he actually the favorite going into 2024? We take a look at some key demographics.
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Great Game – 3 key predictions for the Ukraine war in 2024
Have the Russians re-gained the initiative? Will Ukraine hold elections? Will we finally see a road to peace? Here’s our 3 key predictions for Ukraine in 2024
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Great Game – The 3 biggest geopolitical risks for markets right now
Why are world powers moving naval assets to the Middle East and why does it matter for your portfolio? And what’s going on in Congress? Read it all in this week’s Great Game
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Great Game – Calm before the storm?
Are we in a calm before the storm is unleashed on Gaza? We deliver answers on three key geopolitical questions.
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The Great Game – Polish Election Shocker
The Polish voters delivered a shocking election result – but what will it mean for European and global politics?
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