Tune in to hear all about Country Garden and the outlook for China
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Mikkel is the lead author of The Great Game, our weekly editorial on geopolitics and global conflict. He is a former chief strategy consultant at PwC and Danish Ministry of Finance.
Will Xi fire the stimulus cannon?
The Chinese economy is flirting with a deflationary spiral, but Xi is so far sticking to his New China Playbook where long-term economic transformation takes precedence over double-digit growth in the short-term. But as bad numbers rain down over the Chinese economy, rumours of an upcoming stimulus package intensifies.
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Great Game – Doom and gloom for wheat?
Why India might be more important to wheat prices than Ukraine and Russia
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Great Game: Book burnings and Ukrainian peace talks
Welcome to this week’s overview of global affairs – as always with the relevant takeaways for your portfolio. This week we ask – what are the consequences of the Scandinavian Quran burnings and are we finally headed towards peace talks in Ukraine?
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Great Game: Is a Hung Parliament bad news for markets?
With Spanish voters leaving neither the centre-left or the centre-right with a clear majority – what does the ‘hung parliament’ mean for markets and European politics?
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The Great Game – Kerch Bridge on fire!
Kerch Bridge is on fire again – are the Russian defences terrified? We take a closer look on what this means for the broader war
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The Great Game – Erdogan’s historic flip-flop
3 main takeaways from the historic summit in Lithuania
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The Great Game – A drunk uncle in the metaverse
What is being discussed at the authoritarian’s club – the SCO? What is the mood like after the Prigozhin rebellion? We give you the latest
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The Great Game – Winners and losers of the botched Wagner rebellion
Who are the winners and losers of Prigozhin’s short-lived rebellion? What does this have to do with ISIS?
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Civil War in Russia? What we know and what we think we know
Russia is heading into civil war. Is this the end of the line for Putin and what does it mean for Ukraine?
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The Great Game: Why the EU is shutting down its largest gas field
Has Europe shot itself in the foot?
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Premium Q&A Recorded
Q&A Recording now available to watch
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Don’t miss Premium Q&A Live on Friday
Live Q&A on Friday!
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The Great Game – What’s going on in Ukraine?
With Ukraine on the counteroffensive, what can we expect? Why aren’t we seeing more Leopard tanks in use? We give you our take!
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The Great Game – Betrayal from the inside threatens OPEC solidarity
Why – even after successive cuts – does crude oil keep settling on a $70 barrel? The conundrum has pitted the OPEC+ alliance against each other. Suspicious eyes are turning away from outside foes, and are now looking inwards, trying to sniff out the mole who is free-riding on the collective. Will the imposter be detrimental to Saudi’s production cut strategy?
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Turkish Election Liveblog – Round 2!
Will Erdogan win yet again or can Kilicdaroglu prevail? We cover every step of the way with analysis and perspectives.
The Great Game – 7 takeaways from G7
Steno Research reporting live from Japan where the G7 meeting in Hiroshima just concluded yesterday. Here’s our 7 main takeaways
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The Great Game – China falling into its own debt trap?
As China has to battle defaulting governments and brewing civil war across the African continent, they begin to face many of the same sunk cost challenges as other global powers have over the decades. Are the Chinese falling into their own debt trap?
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Turkish Election Liveblog
Erdogan or Kilicdaroglu? Turkey heads to the polls and we are following every step of the way!
US Debt Countdown – The X-over data is APPROACHING! When will USD funding markets be impacted?
Tik-tok (do we even dare writing that now-a-days). The x-over date is approaching and in a continued bank failure scenario, the x-over date may be reached already during May. The USD funding market is about to get interesting. Here is why!
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The Great Game – Why No News from Ukraine? 4 important points and predictions
Why are we getting no news from the Ukrainian Spring Offensive? What is going on with Wagner? Here’s our take!
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Remember our Premium Q&A on Wednesday
Welcome to our first monthly Premium Q&A
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Fed/ECB Liveblog
All eyes are on the Fed and ECB in the coming days! We have got you covered with our LIVEBLOG throughout Wednesday and Thursday.
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The Great Game – Is Biden Playing the Oil Card?
This week, we cover the sell-off of the U.S. Strategic Petroleum Reserve. Is Joe Biden using the Petroleum Reserve to keep the price at the pumps low or is he simply reacting rationally to OPEC production cuts?
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The Great Game – Ukrainian Spring Offensive – 3 things investors should look out for
The Ukrainian Spring Offensive is on the way. What should investors look out for? We cover the risks of increased sabotage in the Baltic, new migrant waves headed for Europe as well as disturbances in the global food prices.
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The Great Game – A New Migrant Wave into Europe?
A new migrant wave threatens Europe. How will the refugees be used as a tool of war or as an election game changer? We take a closer look at illegal migration to Europe and how the phenomenon continues to shape European politics and economics.
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The Great Game – Geopolitical Overview Q2 2023
If we learned anything from 2022, it’s that you need to keep your eye on geopolitics as an investor. Gone are the days of American hegemony – now, great power rivalry is back. We give our assessment of key geopolitical situations that investors need to be on top of in Q2 2023
The Great Game – Who’s calling the shots at OPEC?
OPEC’s sudden production cut stunned the world on Sunday. Who drove the decision and what does this tell us about OPEC’s future?
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The Great Game – The Chinese Subscription Plan
As Xi meets Putin – what is the Chinese endgame? What are they hoping to gain from supporting Russia? And how is this connected to your Tesla? To understand that, we must understand the Chinese subscription model!
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The Great Game: What to make of the Iran-Saudi Deal and Ukraine holding on to Bakhmut
Are the Chinese taking over management of the Middle East? Have Sweden given up on NATO? Why was I completely wrong about Bakhmut? Read all the answers in this year’s Great Game!
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