Bi-Weekly Geopolitical Report – The 2024 Geopolitical Outlook (December 11, 2023)

by Bill O’Grady & Patrick Fearon-Hernandez, CFA | PDF

(This is the final BWGR of 2023; the next report will be published on January 15, 2024.)

As is our custom, in mid-December, we publish our geopolitical outlook for the upcoming year.  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 2024.  It is not designed to be an exhaustive list; 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 Jungle Grows Back

Issue #2: Elections Everywhere

Issue #3: The U.S. Elections

Issue #4: U.S.-China Tensions

Issue #5: Shifting Geopolitical Blocs

Issue #6: Russia-Ukraine

Issue #7: Israel-Hamas

Read the full report

Don’t miss our accompanying podcasts, available on our website and most podcast platforms: Apple | Spotify | Google
The podcast episode for this particular edition is posted under the Confluence of Ideas series.