Deep Dive Into The Near-Term Future: What Lies Ahead For Global Geopolitics, Macroeconomy, Policy And Financial Markets

by Brunello Rosa

21 June 2022

In this paper we discuss:

• Geopolitics: a polarised world, with China’s challenge to the US leadership
• Macroeconomy: a polarised global economy with balkanised supply chains
• How a New Inflation era has just begun
• Policy outlook: not enough instruments for too many objectives
• How a new era for central banks is about to begin
• Market implications: volatility to abound, as prices return to more fundamental valuations

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Download PDF: R&R on Deep Dive – 21 June 2022