This session will give an overview of the market-relevant political and geopolitical outlook for 2020 rooted in the dominant trends of 2019 and our long-term structural trends. The focus will be on US policy ahead of Nov 2020, China’s stimulus, the trade war, Iran, North Korea, OPEC, and Russia.
Gain insight into contemporary global political, macro, and military events and the cyclical and secular trends leading into next year that will affect global markets
Distinguish methods of political analysis
Recognize how geopolitics affects global financial and economic outcomes
Evaluate which geopolitical issues are relevant and the most probable outcomes