Bi-Weekly Geopolitical Report – Reflections on the New Cold War (August 21, 2023)

Bill O’Grady | PDF

Note: Due to the Labor Day holiday in two weeks, the next edition of this report will be published on September 18.

Our geopolitical research over the past 15 years has had a consistent theme—that U.S. hegemony is under strain.  Essentially, costs of America’s hegemonic role have become unbearable for the domestic economy and society.  As America’s hegemonic position comes under pressure, we think a new Cold War is emerging.

In this report, we will examine the key features of American hegemony and how those features were closely tied to the Cold War.  From there, we examine the shock of the end of the Cold War and how various aspects of American policy and global economics changed as a result.  As always, we close with market ramifications.

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