Weekly Geopolitical Report

Weekly Geopolitical Report – The Geopolitics of the Eurobond (June 29, 2020)

by Bill O’Grady | PDF (N.B.  Due to the Independence Day holiday, the next report will be published on July 13.) A global hegemon provides two broad categories of public goods.  The first is security.  A successful hegemon enforces some degree of global security as it has the ability to project power globally.  This power… Read More »

Weekly Geopolitical Report – The Geopolitics of the 2020 Election: Part V (June 22, 2020)

by Bill O’Grady | PDF This is the final report in our five-part series on the geopolitics of the 2020 election, which was divided into nine sections.  This week, we conclude the report by covering the eighth and ninth sections, the base cases for a Trump or Biden win and market ramifications. Read the full report

Weekly Geopolitical Report – The Geopolitics of the 2020 Election: Part IV (June 15, 2020)

by Bill O’Grady | PDF In this five-part series on the geopolitics of the 2020 election, we have divided the reports into nine sections. Last week, in Part III, we covered the incidence of establishment policy and the role of social media.  This week, we reveal the sixth and seventh sections; we handicap the race… Read More »

Weekly Geopolitical Report – The Geopolitics of the 2020 Election: Part III (June 8, 2020)

by Bill O’Grady | PDF In this five-part series on the geopolitics of the 2020 election, we have divided the reports into nine sections. Last week, in Part II, we discussed the second and third sections, understanding the electorate and party coalitions.  In this report, we continue our coverage with the fourth and fifth sections,… Read More »

Weekly Geopolitical Report – The Geopolitics of the 2020 Election: Part II (June 1, 2020)

by Bill O’Grady | PDF In this five-part series on the geopolitics of the 2020 election, we have broken the reports into nine sections. In Part I, we covered the basics of public finance.  This week, we will cover the second and third sections, understanding the electorate and party coalitions. Understanding the Electorate Understanding the… Read More »

Weekly Geopolitical Report – The Geopolitics of the 2020 Election: Part I (May 18, 2020)

by Bill O’Grady | PDF (NB:  Due to the Memorial Day holiday, the next report will be published on June 1.) In our geopolitical outlook for 2020,[1] our most important issue was the 2020 elections.  In general, U.S. presidential elections are geopolitical issues because of America’s hegemonic status.  In an era where the U.S. is… Read More »

Weekly Geopolitical Report – Schumann in Volgograd (May 11, 2020)

by Patrick Fearon-Hernandez, CFA If you ever find yourself in Volgograd, Russia, you will visit Rodina Mat’ Zovyot.  It’s unavoidable.  The statue, depicting Mother Russia calling her sons to battle against her invaders, is one of the tallest in the world.  Standing almost 280 feet high, she is nearly twice as tall as the Statue… Read More »

Weekly Geopolitical Report – Revisiting Scheidel’s Horsemen: Part III (May 4, 2020)

by Bill O’Grady In Part I of this report, we discussed Scheidel’s thesis on the events that reverse the normal trend of inequality and used this analysis to frame the COVID-19 pandemic.  In Part II, we introduced the equality/ efficiency cycle and discussed the first issue that would be affected by a shift to equality. … Read More »

Weekly Geopolitical Report – Revisiting Scheidel’s Horsemen: Part II (April 27, 2020)

by Bill O’Grady In Part I, we introduced Walter Scheidel’s four horsemen and examined the impact of COVID-19 using his framework.[1]  This week, we introduce the equality/ efficiency cycle and discuss the first issue that would be affected by the reversal of this cycle. COVID-19 and the Equality/Efficiency Cycle We postulate that economies pass through… Read More »

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