Geopolitical Research

Economist Christian Takushi is interviewed by Financial Sense in San Diego (USA) - Christian exposes how Singapore has become the safest economy in terms of geopolitical risk (safe haven). Several nations are moving ranks among the Top 10 in the Global Geopolitical Safety Ranking. He also answers questions on Gold and other safe havens like Uruguay, Mauritius etc. The audio is a courtesy of FS. In...

Economist Christian Takushi is interviewed by Financial Sense in San Diego - Christian explains how the world, especially China, Europe and LatAm are reacting to a 2nd Trump Administration. The audio is a courtesy of FS: the interview explores the potential winners and losers of a second Trump presidency, covering regions such as Europe, Mexico, Israel, South America etc. He provides an update on...

Economist Christian Takushi explains the impact of Trump's trifecta on the world, Europe and LatAm. Winners & Losers. How are non-Western nations responding? APEC 2024 & G20 Summits in LatAm. How Peru balances China and USA with US-ally South Korea. Countries with investment potential during Trump's 2nd administration. Independent Balanced Global Geopolitical Macroeconomic Research by Macr...

On 23 October the CFA Institute invited Christian Takushi to share his analysis on the US elections and its impact on Europe. A Harris or Trump administration pose severe challenges to Europe. Tougher economic & foreign policies loom. America to benefit from Europe's huge ongoing strategic errors. The economic bloc that in its geopolitical illiteracy dismantled its military instead of preparin...

Mr. Takushi has given an interview to San Diego-based Financial Sense. The interview was aired in the United States last week. For Europe it doesn't matter who wins in November in America. It is going to be very difficult either way America's greatest threat to National Security is domestic: Out of control fiscal-monetary policies Europe faces a USD 9-10 Trillion financing gap - Officials...

Mr. Takushi has been interviewed by San Diego-based Financial Sense. The interview was aired in the United States last week. Markets ahead of big correction – They have not priced in the massive deterioration of Security over Europe Flawed alliances – More alliances than competing powers The World is at War New Trading Routes Importance of understanding other cultures for global analysis – Avoid m...

Mr. Takushi has been interviewed by Rohstoff Investor (the Commodity Investor) - original audio in German This interview is primarily aimed at our newsletter readers as it complements our strategic research Disclaimer: No information here should be deemed or understood as an investment advice.

Since last year Uruguay is topping our country rankings of Geopolitical Safety. Mr. Takushi has been interviewed by San Diego-based Financial Sense. The interview has been aired in the United States: At this stage our analysis shows Uruguay is the safest place to be protected from major global conflagration and a potential world war. Key topics that were raised Why is Uruguay geopolitically the sa...

This interview complements our recent newsletters and developments that seem to be underreported by financial media. As we anticipated in our newsletter earlier this year,  Chinese Gold prices have begun to decouple from the stagnant gold prices in the West . Shanghai prices reached levels up to 4-6% higher than in London. We are monitoring this carefully - Beijing seems to be  testing  our market...

A round-up of big macro events that consensus is not paying enough attention to 1) Deflation is next, but next Inflation shocks are on the way 2) Job losses are coming to America and Europe - US economic data is covering up underlying weakness 3) A Bitcoin Renaissance is likely 4) Africa defies Europe - No one will want to build a gas pipeline to supply Europe Caution: None of our comments should...

With bigger monopolies and state interventions, is the West converging with China?  On the surface it seems that two opposite superpowers are struggling for supremacy – a Free Capitalistic West is facing an autocratic China-Russia alliance. Two opposite poles seem to face each other. Our independent analysis shows the differences are becoming smaller while the similarities between the two great po...

Will the expected launch of a Gold-backed Currency (new gold standard?) by the BRICS usher in the end of the USD? Many commentators are making bold predictions about the demise of the USD or the end of the USD hegemony. But many things are open and much will depend on the US retaliation and the response of the BRICS next month. For the 1st time since the end of WW2 a large number of nations in the...

Economist Christian Takushi explains why world leaders are paying close attention to Chile at the moment. Independent Balanced Global Geopolitical Macroeconomic Research by Macro Economist Christian Takushi - 11 May 2023. GEOPOLITICAL RESEARCH MADE IN SWITZERLAND Disclaimer: No part of this opinion should be construed as investment advice. This opinion is based on the current state of our analysis...

Mr Takushi was interview by FS's Cris Sheridan a few hours before FED Chairman Powell announced his policy decision. Markets were again frustrated the FED did not commit to pivot and lower interest rates. Many are surprised as they can't understand why the FED can't see the banking crisis and the economy sliding into a recession.   The interview was released in the United States this morning. Thre...

Macro Economist & Geopolitical Strategist Christian Takushi sheds light on what consensus is overlooking: We should be closely following the opinion of the leaders in Emerging Markets - their stance will decide about our sanctions, currencies and prosperity. Washington might have to take additional preemptive steps ahead of the BRICS summit in August when 14 new members want to join. 1) BRICS have...

CS has passed the point of no return. A likely controlled failure offers policy makers an opportunity to engineer a sector consolidation and a contained credit squeeze that could ease inflation pressures. That would allow for an earlier pivot by the FED and ECB.

Christian Takushi talks about inflation in 2023 and the outlook for this decade  Even if inflation would normalise down to 4% by 2025 the cumulative impact of inflation during 2022-2025 could have destroyed more than 20% of the purchasing power of peoples' savings. It is a massive wealth destruction, but also a wealth transfer that benefits indebted governments and households.    In...

US based Financial Sense's Cris Sheridan interviews Swiss-based Macro Economist Christian Takushi on 29 Dec 2022. - In this new Cold War Europe finds it has no friends - it's Everyone for Himself  - America strikes back and stuns Europe  - The rest of the world is rising and decoupling from the West  - With Total Debt near 300% of GDP, Western governments seize markets and sideline central banks b...

By October 2022 Berlin & Paris had ascertained that Western Europe really has no friends at all.  Five things of strategic importance that consensus is overlooking and media barely reporting about.  Disclaimer:  No part of this opinion should be construed as investment advice. This opinion is based on the current state of our analysis, which builds on several working hypotheses,...

If the FED sand ECB were really serious about fighting inflation, they would be holding key interest rates at 5 to 7% (USA) or 2 to 4% (EU) respectively. They don’t want to do it, because they are so indebted, they need as much inflation and zero interest rates as possible. They talk instead about eventually raising interest rates by some mini steps later this or next year. Nevertheless policy mar...

(released Sun 23 Oct 2022). Rishi Sunak may be the leader the UK and the world need the next two years A year of political upheaval may have been the "blessing in disguise" that opened the door for Mr. Rishi Sunak to become the next UK Prime Minister for one of the most challenging periods in post-WW2 history.  The UK has two formidable candidates: I humbly think both Mrs. Penny Mardaunt and Mr. R...

The world needs a stable and able UK government to help lead the West and the Free World in the months to come.  The new UK PM should rethink the global security situation. The UK and Germany are being devastated and may never recover from this economic shock. The new PM should rethink the sanctions: The sanctions looked only good on paper. Since powerful emergency nations are not supporting it, R...

America wages economic war with a triple onslaught and could re-industrialise at the expense of Europe. Europe doesn't seem to be fit for the highly complex convergence of geopolitical and monetary forces of our time.  The strong USD, a fast-paced increase in interest rates and high energy prices are reinforcing America’s Superpower status. Washington is definitely hurting China-Russia and th...

In Europe, Berlin is increasingly facing having to decide between supporting Ukraine's war effort or the stability of the EURO financial system. A crisis in the EURO Zone is gathering pace as Germany is staring at a possible unprecedented depression. As we said in March, our sanctions were not really thought through. The EU and USA have underestimated the response of the non-aligned world (more th...

World events explained for you. Independent Economist and Geopolitical Strategist Takushi takes us through all major flashpoints around the world in just 30 min and gives you his balanced assessment.