Geopolitical Research
606 FOLLOWERS
This website presents the independent Geopolitical Macro Research of Christian Takushi MA UZH, a Swiss-Peruvian Macro Economist and his research network. It researches Global Geopolitical & Macroeconomic Trends - and their impact on financial markets.
Geopolitical Research
3d ago
Geopolitical Research – Switzerland 14 April 2024 (special truncated release only 7 hours delayed)
For several weeks we have experienced a slow motion build-up in tensions between Iran and Israel. Last night people were asking us if this is the much expected Multi-Front War in the Middle East we have been expecting since 2018. The question already shows people’s perceptions are shaped by mass media.
In recent weeks we didn’t see the need to release a report, but not because of the multi-front conflict itself around Israel we’ve been expecting since 2018. Today we do it, because ..read more
Geopolitical Research
3d ago
By Christian Takushi, Macro Economist – Switzerland 23 March 2024 (delayed release 3 April 2024)
Dear reader
This interview complements our recent newsletters.
Mr. Takushi has been interviewed by San Diego-based Financial Sense. The interview was aired in the United States last week:
US Interview with Financial Sense
https://geopoliticalresearch.com/wp-content/uploads/2024/04/financial-sense-20240327-Roundup-geopolitics-68ee1eb974e8e0.mp3
Markets ahead of big correction – They have not priced in the massive deterioration of Security over Europe
Flawed alliances – More alli ..read more
Geopolitical Research
3d ago
Independent Geopolitical Macro Analysis – Switzerland – Fri 17 Feb 2024 (public & truncated release: 13 Mar 2024).
Our analysis is deviating from consensus at several fronts: today we will discuss the one area with the biggest “delta” to consensus.
The deterioration of stability and the collapse of trust across the Northern hemisphere continues to gather at a pace not seen since the 1930’s.
This deterioration is being increasingly driven by Europe’s mistakes and its perceived defencelessness and entrapment – something other powers are taking advantage of. I mean this very literally: Not on ..read more
Geopolitical Research
3d ago
We are releasing today a LIVE Interview Christian Takushi gave to go magazin on 9 Jan 2024 (delayed public release on 5 March 2024)
What is the next Big Event ?
The biggest deviation between your analysis and consensus? Deployment of tactical weapons
The biggest hot spots?
Over 120 conflicts around the world
Why are rich people getting a second residence in the Global South?
Why are Uruguay, Mauritius and NZ the safest countries in the world in case of a global or major war?
Geopolitical Analysis matters
Financial Assets are inflated
Why do you say are our Western economies a bubb ..read more
Geopolitical Research
3d ago
We are releasing today a geopolitical interview that Christian Takushi gave to the GO Magazin on 21 Dec 2023 (delayed public release on 23 Feb 2024)
Why weren’t your predictions of Trump and Brexit your most important ones? Europe’s Security breakdown
The West maneuvered itself into a strategic trap versus autocratic states
Gold and Oil
The WEF – don’t blame Mr. Schwab for all our mistakes
Dysfunctional democracies?
The growing state
Our problematic consensus
Why is Uruguay the geopolitically safest nation?
Personal thoughts
GO Interview Mar 2024
You can translate the text into English ..read more
Geopolitical Research
3d ago
“Resources Investor” interviews macro economist Christian Takushi to discuss the new currency plan of BRICS, the potential coming war and why it will matter where you hold your assets including Gold – Length 55 minutes (interview was conducted in German language) Fri 2 Feb 2024.
Executive Notes (as described in the Rohstoff Channel) :
Christian Takushi explains the importance of the BRICS countries for us in the West. We are talking about the danger of armed conflict in Europe and warfare using currencies.
Please click here to listen ..
The interview in full length is a cou ..read more
Geopolitical Research
3d ago
“Resources Investor” interviews macro economist Christian Takushi to discuss the new currency plan of BRICS, the potential coming war and why it will matter where you hold your assets including Gold – Length 55 minutes (interview was conducted in German language) Fri 2 Feb 2024.
Executive Notes (as described in the Rohstoff Channel) :
Christian Takushi explains the importance of the BRICS countries for us in the West. We are talking about the danger of war in Europe and warfare using currencies.
Please click here to listen ..
Audio of Interview 2 Feb 2024
  ..read more
Geopolitical Research
3d ago
By Christian Takushi, Macro Economist. Switzerland – 8 Jan 2024 (Public truncated release on 14 Jan 2024)
This is our first report in 2024 and I want to wish you much happiness and success in this new year.
Many people wish peace and joy, but while we all desire them, these two things should not entirely depend on external factors. Ideally, they should come from within. Some would argue from faith, a positive attitude to life and hopefully an accurate assessment of our environment and ourselves.
I hope that our reports will help you make your own informed-balanced assessment of where ..read more
Geopolitical Research
3d ago
By Christian Takushi, Macro Economist. Switzerland – 18 Dec 2023 (public truncated release 21 Dec 2023)
This is a somewhat unusual but important update. No change in our assessment and no change in our outlook. Rather a call for alertness.
Many of you are responsible for investment strategy, asset allocation or your own family investments.
In recent weeks the stock market has been rising to new highs powered by falling inflation and the firm expectation that the FED will significantly cut rates in the coming months.
I agree that inflation (YoY) is coming down due to the statistical basis effec ..read more
Geopolitical Research
3d ago
Unedited Guest article:“Waiting for Godot” (and more Butterfly Wing Flaps): a Fed turn embarking on a series of rate cuts may be significantly further down the horizon than market participants are now pricing in
5 December 2023, Ohio; USA
While it now appears the Fed hiking cycle over the past nearly two years has come to an end at a terminal rate just north of 5% (as a previous commentary I authored improbably explored and predicted well back in December 2021), traders are probably pricing in an overly dovish Fed once again. Hope springs eternal – as imagined and renewed Fed “quiescence ..read more