It certainly seems that stock markets and riskier assets have forgotten about geopolitics. Ukrainian drone attacks in downtown Moscow, as well as the U.S. decision to increase arms supplies to Taiwan, fail to dent the optimism of those who are fueling the momentum of world indexes. The reality is probably different. It is precisely because geopolitics has [...]
JULY COMMENT 2023 - THE RISE AND FALL OF POWERS AND STOCK EXCHANGES