This morning, Clocktower Chief Strategist Marko Papic sat down with CNBC's Becky Quick, Joe Kernen, and Andrew Ross Sorkin on Squawk Box to talk China, the Middle East, and oil. https://lnkd.in/g2hYapqf
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A great article to share with you!
My latest for Bloomberg Opinion
Xi the Guruji and His Baffled Devotees
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To maintain global leadership with our allies, the U.S. must act now to integrate economic power into a holistic strategy for countering aggressive dictatorships like China and Russia. What's at stake: ensuring democratic values remain the foundation for the international order.
Bloomberg - Business News, Stock Markets, Finance, Breaking & World News
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The neo-Cold War risks fragmenting the global financial architecture, increasing debt distress in developing countries, and introducing more geopolitical volatility - all of which could undermine the effectiveness and legitimacy of existing international financial institutions. Careful management of US-China differences will be crucial to preserving a stable global economic order.
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Innovating Worldwide Wealth Distribution | Founder of Wealth Migrate & Wealth University | #WEALTHMOVEMENT
*Clem Sunter: What question would you like to ask him?* The world is in chaos with political, economic, social unrest, and environmental challenges. Where do we go from here? Join Clem Sunter, one of the world’s leading scenario planners, in an exclusive webinar with our Investors to gain insight into where we are headed, both globally and locally in the UK, the USA, Europe, South Africa and other countries. https://lnkd.in/dWeQZaPY
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Decision-makers continue to grapple with how to unpack and tackle the many complex and multifaceted issues faced by global businesses. As we step into Q2, we're sharing the APCO Geopolitical Radar to offer an easy-to-digest starting point. In this edition, we cover: 🚢 Ongoing conflicts and climate-related challenges in key shipping routes and the significant risks to global trade and economies. 🌍 The Israel-Hamas conflict and Russian-Ukrainian stalemate and the impact of these regional conflicts on global politics and elections. 💻 Global antitrust authorities' expanding scope and geopolitical influence and uncertainties for businesses. #Geopolitics #GlobalBusiness
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The 22nd edition of our #StratEGICMonthly looks at some of the key issues of the #Euro-#Gulf space in Nov. and Dec. 2023, focusing on political, economic & social issues, and that may underline the possible future of the global geopolitical balance. 📍https://lnkd.in/dKXwdJ6S
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Douglas Greenig, CEO and CIO of Florin Court Capital, appeared on 'Bloomberg Daybreak: Middle East & Africa' to discuss how significant disruptions are causing instability and driving geopolitical competition among global powers. Key takeaways include: • The necessity of long volatility and trend strategies for navigating geopolitical risks, citing heightened uncertainty as a driving factor. • The importance of mitigating equity market declines as a fundamental risk management measure. • China's Economic Strategy, focusing on policymakers' concerted efforts to curb uncontrolled equity market downturns.
Doug Greenig on Bloomberg Daybreak: Middle East & Africa
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In this episode of The Curious Investor, Lana Lin speaks with Redmond Wong, Chief China Strategist about the potential tremors in the Chinese #equities market and the yuan as we analyze the upcoming 2024 US Presidential Election. 📈 🔍 They discuss the impending #Trump vs #Biden rematch and the effects this will have on financial markets. Link to the full episode in the comments. #SaxoSG #BeInvested Trading in financial instruments carries risks and may not be suitable for you.
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The warning to Julius Caesar to “Beware the Ides of March" takes on new meaning in 2024. In the latest episode of The Navigator, our digital playbook produced in collaboration with LSEG (London Stock Exchange Group), I explain our thesis on the New Geopolitical Risk Supercycle and assess the most likely geopolitical risks to move markets in the weeks ahead, including: - Conflict escalation in the Middle East more likely than cease-fire - Why we shouldn’t assume the war in Russia-Ukraine is a stalemate - Russian Presidential “Elections” - What Portuguese Elections tell us about far-right populism in Europe All in under 5 minutes, with a focus on the implications for #FinancialMarkets and the business environment. #Geopolitics #IndependentAdvisor #FreshThinking
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Here are some key takeaways on the recent meeting between the presidents of the US and China—and what it means for the markets and investors from Franklin Templeton Institute’s Christy Tan: https://lnkd.in/gw5A7XHy
Under the Macroscope: US-China détente: A symbolic step and stabilizer for investors
franklintempleton.com.au
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