COP28, Gaza, and Japan have taken center stage in our analysis of global geopolitics this week. Read our 3 key points below!
We are walking a tightrope with war, high energy prices and recessionary risks. Is the market pricing congruent or does market pricing suffer from cognitive dissonance here?
Oil, USD and rates are up on the back of the increased Geopolitical risks. Will the fundamentals back up a continued move in that direction over the week?
Public deficits are running wild, while the risk of another war that needs ongoing funding is growing. US households have net bought loads of US Treasuries, but will they continue in light of ongoing disappointments?
Will China attack Taiwan? What is the Davidson Window? When will it all go down? Read our take and prediction here
What to make of the Russians making headway around Bakhmut and Ukraine striking deep into Russian hinterland? And what dilemmas await the West?