Energy, Politics & Money - 13 December 2022
Independent, objective, and politically neutral analysis of interconnected global developments in the world of energy, geopolitics, and money curated to help you thrive or survive these chaotic times.
As you know, EPM was launched to provide foresight designed so that you could position yourself in the market ahead of the crowd.
When it comes to macroeconomics, over past months EPM argued that a major global disruption is under way as a result of demographic changes (population decline in the world’s major markets), geopolitics (US – China conflict causing regionalization and the end of globalization), and monetary policy (from loose monetary policy to support market growth to a policy tightening money policy in order to fight resulting inflation).
We hope you have positioned yourself accordingly because the crowd will soon be repositioning themselves, as Blackrock reports, because “a recession is imminent” and that in the coming economic disruption, according to Yahoo Finance, “previous investing approaches won't work anymore”. More on these topics to be noted in the coming weeks and months.