Syria will not be a unitary state. Syria's fragmentation is driven by internal ethnic splits and by external players such as Turkey, Iran and Iraq. Syria is descending into internal conflict. But any power configuration is going to be anti-Iranian. Iran will be deprived of its ... Read More
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23 Dec 24
CNBC: Europe: Steve & I on whether the only word we need to learn to pronounce next year is "Trump" to which we added Xi, Putin ...
#US#Protectionism#Tariffs#Sanctions#Oil#China#US Election#Trump#Monetary Policy#Russia#Ukraine#US Fed#Chairman Powell#France#Japan#IDF#Putin#Moscow#Hezbollah#Macro Uncertainty#China Stimulus#Trump Policy#Turkey#French Sovereign Debt#French Government#Hamas#FOMC#US Federal Reserve
A short history of 2025 - starting with how the reign of Trump could go wrong or right and then applying the same doomster methodology to reading the cards for Xi and Putin.......finishing with a modest forecast for the little old UK. Read More
09 Dec 24
Quantum Strategy David Roche - The Mini Podcast of Macro That Matters to Markets!
#Greyzone Warfare#Geo-economics#Central Banks#Geopolitics#Middle East#Israel#Iran#Lebanon#ECB#IDF#China Stimulus#Syria#Turkey#Bashar al-Assad#Hamas
Quantum Strategy David Roche - The Mini Podcast of Macro That Matters to Markets! China's deflation continues- why it matters? Syria- the two scenarios and how critical they are. ECB - what to expect. US Inflation - service price figures critical Read More
02 Dec 24
Update on Geopolitics that matter to markets
Update on Macro events that may matter to markets. France: I expect the Bernier government to fall and the budget not to be passed. It could happen today or later this week. The result will be a widening of French sovereign spreads to 110 BP over bunds. The Euro will... Read More
01 Apr 24
Turkey Mayoral Elections EDIT
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
03 Oct 23
Nagorno Karabakh - The Potential Spillovers
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
15 May 23
Turkey And Thailand - Backward And Forward
#Asia#Elections#Politics#Turkey#Strategy Archive#Europe#Thailand#AKP (Turkey)#Erdogan (Turkey)#Kemal Kilicdaroglu (Turkey)#Islamist Party (AKP) (Turkey)#MFP (Thailand)#PTH (Thailand)#PPP (Thailand)#Demo (Thailand)
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
15 Mar 23
Turkey Elections
#Elections#Politics#Central Banks#Geopolitics#Turkey#Strategy Archive#Economy#Inflation#Trade Deficit#Lira#Erdogan (Turkey)
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
17 Feb 23
The Future History Of Russia's War
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
15 Sep 22
Sweden Election - All Change
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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