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