by Brunello Rosa

8 June 2022

In this paper we discuss:

  1. The polarisation of the world from a geopolitical perspective
  2. China’s Challenge to the US Leadership
  3. Cold War 2 Is The Scenery Of All Current and Future Conflicts
  4. The War In Ukraine Has Polarised The World
  5. Macro: Polarised Global Economy With Balkanised Supply Chains
  6. Potential Output Has Suffered
  7. Labour Markets Are Historically Tight
  8. A New Inflation Era

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Download PDF: R&R on Deep Dive Part 1 – 8 June 2022

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