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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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
01 Jun 21
What We Are Doing
#Agricultural Commodities#Markets#Turkey#Taiwan#Strategy Archive#Economy#Growth#US Dollar#Inflation#Brazil#Rates#India#Indonesia#Copper
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
09 Nov 20
Turkey - The Purge
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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