Weekly Geopolitical Report – The 2015 Geopolitical Outlook (December 15, 2014)

by Bill O’Grady

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 situation 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: America’s Strategic Drift

Issue #2: The Collapse in Oil Prices

Issue #3: The Rise of the Populists

Issue #4: Taiwan

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