Category Archive for "Uncategorized"

Voter Revolt in the EU is likely to fail – The EU could shift further to a liberal-left course in 2018

By Christian Takushi, Macro Economist – Zurich & Geneva on 14 March 2017: Elections in the Netherlands, France and Germany (this is an adapted version of the original) The EU could shift further to a liberal-left course in 2018 “Continental Europe is not the USA“ Tomorrow Dutch voters elect the new parliament…

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Death of Freedom of Speech in Europe may foreshadow its inexorable Strategic Decline

By Christian Takushi, Macro Economist – Zurich & Geneva on 21 Dec 2016: On TERROR IN GERMANY. “Continental Europe is not the USA – Voter Revolt may not repeat in continental Europe in 2017“ As Germany is rocked by the worse terror attack in decades, this is a summary of…

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Special Geopolitical Macro Update: Possible US Election surprise, Moral decline, US-Russia escalation & Syria-Iraq war

By Christian Takushi, Switzerland – 4 November 2016 Dear reader The 3-4 weeks leading to the US Elections are as expected a tense “radio silence”, with many decision makers in waiting mode. Nevertheless, some developments deserve our attention. Their timing and inter-connection call for close monitoring. Interestingly, some of these developments…

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Geopolitical Macro Update – 9 Sept 2016: G20 & Turkey, USA, Germany and UK

By Christian Takushi MA UZH, Switzerland, 9 September 2016 As usual we focus on recent developments that are being underestimated by consensus. Most likely due to consensus excessive focus on the FED and surprising economic data, but also due to one-sided coverage by the media. I will also touch on…

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EDITORIAL: British brave the threats; Queen Elizabeth II, Expect a Yes to “nuclear deterrence” on July 18th, Why experts missed Brexit

EDITORIAL: British people brave the threats. By Christian Takushi MA UZH, 30 June 2016 – Switzerland 1) Introduction As we warned in Fall 2015 and more recently on 7 Jan 2016 (editorial) and 17 June 2016 (outlook), political & financial experts grossly underestimated the risk of BREXIT (Britain exiting the EU)….

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Sanci: deteriorating macro picture points to correction in 2nd half 2016

By Maurizio Sanci – 17 May 2016, Geneva – Switzerland. (editor: Maurizio Sanci is a seasoned investment specialist with a unique blend of “technical & macro charts with investment knowhow”. After following his market research over the past three years, I’ve invited Maurizio to share his personal views on our…

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Sanci says relief rally is almost over and sees markets 20-30% lower

By Maurizio Sanci – 14 Mar 2016, Geneva – Switzerland. (editor: Maurizio Sanci is a seasoned investment specialist with a unique blend of “technical & macro charts with investment knowhow”. After following his market research over the past three years, I’ve invited Maurizio to share his personal views on our…

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US Voter revolt: Resurgent Trump wins big – we reiterate a TRUMP SHOCK to the system is coming

By Christian Takushi MA UZH, 2 March 2016 – Switzerland. Global Geopolitical Macro-Update following Super Tuesday – what consensus is missing .. Some 60% of US voters expressed their anger about the current political-economic system by voting for Trump, Sanders, Cruz and Carson. Most businesses and investors are dismissing this…

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Editorial in Jan 2016: FED could weaken USD to shield US economy from risks ahead; Latin America: Demise of Mercosur

January 7, 2016

By Christian Takushi, on 7 Jan 2016     (see also short video from 21 Jan 2016) Why markets could crash: geopolitical and political risks not priced in yet. Over the past 7 years Central Bankers have manipulated financial asset prices. They printed money and dared to buy up bonds & stocks….

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Global Geopolitical Macro Outlook: ECB-FED, Turkey-Russia, 2016 economy

By Christian Takushi MA UZH, 3 Dec 2015, Switzerland. After recent events in Ankara, Moscow and Brussels we’ve updated our global outlook. Turkey may have shot down the Russian jet to contain the swift rapprochement between the EU and Russia after the Paris attacks. The gravity of the incident can…

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