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Most recents (2)
It seems that #Zoltan has been quite busy lately!
The newest, already 5th part of his "War"-series, was published on January 6th.
In this little #thread i've summarized some of the highlights of his piece "War and Peace:
🧵
The newest, already 5th part of his "War"-series, was published on January 6th.
In this little #thread i've summarized some of the highlights of his piece "War and Peace:
🧵
"... four “war” dispatches last year: War and Interest Rates, War and Industrial Policy, War and Commodity Encumbrance, and finally, War and Currency Statecraft. In these, I identified six fronts (..) in “macro-land” () where Great Powers were going “at it” in 2022:
"the G7’s financial blockade of Russia, Russia’s energy blockade of the EU, the U.S.’s technology blockade of China, China’s naval blockade of Taiwan, the U.S.’s “blockade” of the EU’s EV sector with the Inflation Reduction Act,
Happy New Year, dear friends!!!!
You know that I enjoy reading every piece that #ZoltanPozsar at #CS writes. His latest piece "War and Currency Statecraft" (Dec. 29th) was again very much worth reading.
Here's a little #thread with the most important parts:
You know that I enjoy reading every piece that #ZoltanPozsar at #CS writes. His latest piece "War and Currency Statecraft" (Dec. 29th) was again very much worth reading.
Here's a little #thread with the most important parts:
"What are G7 policymakers, rates traders, and strategists to do when threats to the unipolar world order are coming from every angle. They should definitely not ignore the threats, but they still do.
How could they not?"
How could they not?"
"For two generations, we did not have to discount geopolitical risks. Since the end of WWII, the only
Great Power conflict investors really had to deal with was the Cold War, and since the conclusion of the Cold War, the world enjoyed a unipolar “moment”... –
Great Power conflict investors really had to deal with was the Cold War, and since the conclusion of the Cold War, the world enjoyed a unipolar “moment”... –
