Weekly Geopolitical Report – The 2015 Mid-Year Geopolitical Outlook (June 29, 2015)

by Bill O’Grady

As is our custom, at mid-year, we update our geopolitical outlook for the rest of the 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 situation into year’s end.  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 South China Sea

Issue #2: Russia Returns

Issue #3: The End of Sykes-Picot

Issue #4: The Unwinding of the European Union

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