Weekly Geopolitical Report – The 2018 Geopolitical Outlook (December 18, 2017)

by Bill O’Grady

(N.B.  This will be the last WGR of 2017.  Our next report will be published January 8, 2018.)

As is our custom, we close out the current year with our outlook for the next one.  This report is less a series of predictions as it is a list of potential geopolitical issues that we believe will dominate the international landscape in the upcoming year.  It is not designed to be exhaustive; instead, it focuses on the “big picture” conditions that we believe will affect policy and markets going forward.  They are listed in order of importance.

Issue #1: The Big Picture

Issue #2: China Deleveraging

Issue #3: European Politics

Issue #4: North Korea

Issue #5: South American Populism

Issue #6: The Middle East

Issue #7: U.S. Domestic Politics

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Weekly Geopolitical Report – The 2017 Geopolitical Outlook (December 12, 2016)

by Bill O’Grady

(This will be the last WGR for 2016.  The next report will be published on January 9, 2017.)

As is our custom, we close out the current year with our outlook for the next one.  This report is less a series of predictions as it is a list of potential geopolitical issues that we believe will dominate the international landscape in the upcoming year.  It is not designed to be exhaustive; instead, it focuses on the “big picture” conditions that we believe will affect policy and markets going forward.  They are listed in order of importance.

Issue #1: The Trump Doctrine

Issue #2: European Elections

Issue #3: The Fall of Islamic State

Issue #4: China’s Financial Situation

View the full report