Bi-Weekly Geopolitical Report – The 2023 Geopolitical Outlook (December 12, 2022)

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

(This is the last BWGR of 2022; the next report will be published on January 9, 2023.)

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 2023.  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 Big Picture

Issue #2: The Expanding, Strengthening State and Populism

Issue #3: China Learns to Lead a Bloc

Issue #4: The Race for Space

Issue #5: The Brittleness of Authoritarianism

Read the full report

The associated podcast episode for this report will be available next week.