Geopolitical Research

Although the UK Prime Minister made a series of bad decisions, his ouster would send a wrong signal. Celebrations would go off in Brussels, Paris and Moscow. With the war raging in Eastern Europe and the EU in need of British military deterrent, now is the time for PM Johnson to finish the job (addressing the NI protocol) out of a position of relative national strength. Let Johnson finish the job!

A growing number of powerful non-aligned nations have enough of the West and are increasingly defying it! Geopolitical economic adviser Christian Takushi was interviewed by US journalist Ron Myers on 18 May 2022 on French radio.  Are we missing an important global shift? In our righteous anger about the desolation that has befallen the Ukrainian people and the war, many in the West have eagerly ac...

Most of the world is fighting inflation - it seems we are all on the same boat. We aren’t. The West’s situation is a disaster for this reasons: it is highly indebted, it has been printing money to artificially push up asset prices (stocks, bonds and real estate) and to pay for its fiscal spending. The debt is so huge, G7 central banks cannot even raise interest rates above 1% although inflation is...

For the first time in my long career as economist and geopolitical strategist, I’d like to share a prayer with you. It is something I’d like to do in favor of the Ukrainian and Russian people, but also for their leaders. They along other world leaders need our prayer support to find a solution for this complex problem. Today’s Scripture-from-the-Bible from Herrenhut is amazingly relevant for our t...

The global geopolitical-economic landscape is proving increasingly conducive for a resurgent Britain as a global geopolitical power.   As we have been predicting for years Brexit and now the Ukraine crisis are accelerating the rise of Britain as a global geopolitical power. Britain is stepping in the vacuum that a retreating divided America is leaving in parts of the world. The harsh way President...

FS Insider interviewed macro economist Christian Takushi this Wednesday 12 January 2022 at 3 PM GMT to discuss FED Policy and Interest Rates. Christian explains how markets are unprepared for what is coming. Misled, they are focusing on guessing the number of rate hikes - which is not really the issue in 2022.  Consensus thinks the FED has had a change of heart on inflation, it will hike rate...

Politics matters! FED chairman Powell has said "We've got a problem with inflation", but since he won't do nothing today and has only announced some hawkish measures for 2022, many investors think it is the old "trick". They talked for 10 years they will normalise monetary policy, markets moved, FED did nothing. Investors think they know the FED - that served them well over the past 12 years: Buy...

After inflating the price of bonds, stocks and real estate, central bank policy is now inflating consumer product prices thanks to excess money. But there is now a "policy bias" tension between the FED and ECB - something we didn't have over the past decade. The former has been given a mandate to fight inflation again to help President Biden avert a disaster at the Mid Term elections, while the la...

President Biden is shifting to the center to avert a catastrophic outcome at Mid Term elections. Pres. Biden has given Mr. Powell a mandate to fight inflation in order to avert a Mid Term Elections disaster. This is also affecting Fed policy, the USD and real interest rates. Now a new "policy bias" between FED and ECB (which is still fuelling inflation) has opened that could feed a stronger USD. S...

How crypto investors are helping central banks - The coming Normalization of inflated asset prices to catch most investors wrong-footed. Interview with Financial Sense’s Chris Sheridan