Weekly Geopolitical Report – The Mid-Year Geopolitical Outlook (June 24, 2019)

by Bill O’Grady

(Due to the Independence Day holiday and a short summer hiatus, the next report will be published July 15.)

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: Deglobalization

Issue #2: Election Meddling

Issue #3: Iran

Issue #4: China

View the full report