DISRUPTIVE IDEAS
Deep Dive Into The Near-Term Future
What Lies Ahead For Global Geopolitics, Macroeconomy, Policy And Financial Markets
by Brunello Rosa
21 June 2022
In this paper we discuss:
- Geopolitics: a polarised world, with China’s challenge to the US leadership
- Macroeconomy: a polarised global economy with balkanised supply chains
- How a New Inflation era has just begun
- Policy outlook: not enough instruments for too many objectives
- How a new era for central banks is about to begin
- Market implications: volatility to abound, as prices return to more fundamental valuations
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