Weekly Geopolitical Report – The 2016 Mid-Year Geopolitical Outlook (June 27, 2016)

by Bill O’Grady

As is our custom, we update our geopolitical outlook for the remainder of the year as the first half comes to a close.  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 for the rest of the 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 Rise of Populism

Issue #2: The U.S. Elections

Issue #3: The South China Sea

Issue #4: Lone Wolf Islamic Terrorism

Issue #5: The New Oil World

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