Weekly Geopolitical Report – The Mid-Year Geopolitical Outlook (July 10, 2017)

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 Political Fragmentation of the West

Issue #2: North Korea

Issue #3: An Unsettled Middle East

Issue #4: A Resurgent Russia

Issue #5: China’s Financial Situation

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