Category Archive for "Macroeconomics"

Sanci says Reflation Trade is at a crucial junction – still, US economy has momentum

March 27, 2017

By Maurizio Sanci – 27 March 2017, 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 four years, I’ve invited Maurizio to share his personal views on our…

Read More

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…

Read More

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…

Read More

Maurizio looks ahead: A wind of reflation to impact the world economy

November 25, 2016

By Maurizio Sanci – 25 November 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 four years, I’ve invited Maurizio to share his personal views on our…

Read More

Agefi Interview on Trump, Emerging Markets & some positive Trump effects

Interview with L’Agefi in Geneva on 23 November 2016. Christian Affolter interviewed Luc D’Hooge (Fund Manager at Vontobel Asset Management AG) and Christian Takushi (Macro Economist & Strategist at Geopolitical Economics AG). After having correctly forecast the outcomes of both, BREXIT and US Elections in 2016, Christian Takushi spoke at…

Read More

Post-Election Day thoughts: “Is Trump’s new coalition enduring? + An early peak into his supply side elixir”

November 10, 2016

By David Schane, USA – 10 Nov 2016. Dear Christian, Congratulations on your accurate election analysis!  I always told my colleagues and friends to not be complacent about a Clinton victory – although for academic honesty I must acknowledge that my family supported Hillary in the end (despite her flaws,…

Read More

Video: Possible Surprise in US Elections: unusual & late shift in favor of Trump among Evangelicals

Title of Message: “Possible Double Surprise at US Presidential Elections 2016″: A Trump victory and one by a bigger margin than few would expect”. Takushi points to an unusual late convergence of economic and religious factors that could favor Mr. Trump in the Rust Belt, South and Mid West. 15…

Read More

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…

Read More

Late shift among evangelical & unregistered voters could deliver a Trump upset

(A late shift among evangelical and unregistered voters could deliver an upset in favour of Trump)  Editorial by Christian Takushi on 4 November 2016 The lead of Clinton has imploded from 6 to only 1.9 points over the past week. More importantly key battleground states are now a perfect tie….

Read More

Quarterly Global Geopolitical Macro Outlook: Brexit weighs on US elections, Germany, Turkey & US Supreme Court

By Christian Takushi MA UZH, Switzerland, 17 Sept 2016, released to public on 19 Oct 2016. Introduction: Three countries should be on our radar this Q4: The USA, Germany and Turkey. Although no major event is due in Germany, global events are influencing the political process there in a way…

Read More