by Bill O’Grady & Patrick Fearon-Hernandez, CFA | PDF
(Due to the Independence Day holiday and a short summer hiatus, the next report will be published July 12.)
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: A New Hegemonic Model
Issue #2: China Increasingly Dominating the Hong Kong Stock Market
Issue #3: China and Inflation
Quick Hits: This section is a roundup of geopolitical issues we are watching that haven’t risen to the level of concern described above but should be monitored.