Consequences spread like ripples on a pond. Trump lobbed the bloody great rock of the Iran War into the global economy earlier this year. Now the risks he raised are converging. Inflation, Rates, Trade, Geopolitics and Conflict were thrown into stark relief over the weekend as Trump further roiled markets, and climate risks will be extra spice. How this ends is unclear…
Q2 opens up with a new oil shock, but after the volatile start to 2023 what will roil markets next? Might it be further geopolitical instability?
The last few days have confirmed we are in a Global Economic Energy War. It is remaking the global order – and will have significant long-term effects on Global Markets. As the sides shift, there will be winners and losers.
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