Political instability is likely to weigh on risk assets going forward. The mass movement of people due to ongoing wars in Africa and the Middle East together with a global economic downturn, particularly in Emerging markets is contributing to a climate of political instability. Europe’s wild card, Italy is the latest to have succumbed to …
Trade War
A trade war is now not likely but inevitable, Trumponomics, is a view with a kill to the status quo of international trade which has created twin US deficits; the fiscal deficit and the current account deficit. So a trade war is dead-ahead Trumponomics views international trade as a zero-sum game which argues that the …
Survivalism
As Darren Winters explains, the biggest risk is political instability, the rise of survivalism which in its benign form is political populism. If that doesn’t suffice then the struggle could take on another more sinister form. Survivalism could then take place outside the political process if there is a critical mass belief that elections have …