Join institutional investors, analysts and strategists from the world's largest banks: Subscribe today
Already have an account? log in
All Aboard The Geopolitics Train! “Thoughts For The Week Ahead”
All aboard the geopolitical risk train!
It took one Brexit, one Trump, a close call with Geert, 59 Tomahawk missiles, and a whole helluva lot of Pyongyang saber rattling, but everyone is finally coming around with regard to the fact that geopolitics is going to be the dominant driver of asset prices in a post-central bank reality.
Last week no less than "Gandalf" himself said as much when JPMorgan's quant wizard Marko Kolanovic reversed his "buy every dip" call, cautioning investors that now
Geopolitics is striking back
Actually, it never stopped striking…people are just finally waking up and paying attention..
This is fun!