⚠️🇨🇳🇹🇼 #china #taiwan #geopolitics #opinion #forecast
FT: China could invade Taiwan in the coming months - U.S. Navy Admiral Mike Gilday

⚠️#markets

⚠️🇨🇳🇺🇸#china #us #battery #geopolitics
China's CATL slows battery investment plan for U.S., Mexico on concern that new U.S. rules will drive costs higher

new rules require automakers to have 50% of critical minerals used in EV batteries sourced from North America or U.S. allies by 2024, rising to 80% by the end of 2026

⚠️🌎 #economics #geopolitics #world #opinion #warning
Roubini: WWIII has already started, recession will be long one, the world is in sh*t shape

Sep. 21 - Vucic: the world faces a global conflict in a few months

early: Henry Kissinger: US is at the edge of war with Russia and China ..

early: the current state of geopolitics seems reminiscent of the prelude to World War I

🌕#gold #markets #geopolitics

❗️🇨🇳🇹🇼 #china #taiwan #geopolitics
We need to prepare. There is a genuine threat out there. It's not hype - Taiwan president

⚠️#markets #warning

❗️🌎#economy #world #macro #china #us #geopolitics #sanctions
IMF chief: confrontation between China and the US can lead to the division of the global economy into rival blocks
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early: US warns Europe a conflict over Taiwan would spark $2.5T in annual economic losses #taiwan

early: Taiwan president: We need to prepare. There is a genuine threat out there. It's not hype

⚠️🌎#world #sentiment #geopolitics #economy #markets

⚠️🇨🇳#china #geopolitics #macro
Xi Jinping says he Is preparing China for war — Foreign Affairs

⚠️🇹🇼#chip #taiwan #geopolitics
US intelligence has allowed for the possibility of chip production being halted in Taiwan in case of a conflict. It is estimated that the global economy would lose up to $1T per year as a result

#economy #world

⚠️🇺🇸#inflation #us #history #oil #geopolitics
US inflation today and during the oil crisis in 1973

during that time, Arab countries, OAPEC members, along with Egypt and Syria, announced their refusal to supply oil to nations (UK, Canada, the Netherlands, US, Japan) that had backed Israel during the Yom Kippur War in its confrontation with Syria and Egypt.
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JPMorgan: in the U.S., a new inflation wave, akin to the 1970s, might be looming - details

❗️🌎#election #world #geopolitics #history
2024 is expected to be the most politically intense year on record

⚠️🇨🇳#china #taiwan #geopolitics #warning
China are getting ready for military action as soon as 2027 — WT
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#economy Bloomberg estimated the economic impact of the Taiwan War on the world economy at $10T

⚠️🌎#logistic #сontainer #geopolitics
сontainer freight rates globally surged by a significant 61% in the past week, primarily driven by geopolitical conflicts in the Red Sea region.

global freight rates = pandemic-era levels
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JPMorgan: Red Sea crisis could jeopardize inflation fight as shipping costs spike globally ... the fight against inflation could stall in the coming months if shipping costs push the price of goods higher #inflation

🚫🌎#logistic #container #geopolitics
BBG: the number of container ships transiting the Suez Canal is rapidly declining, signaling a crisis-level logistical disruption reminiscent of the days of COVID.
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WSJ: average costs to ship a container have more than doubled in one month

💥#DAC

🚫🌎#logistic #geopolitics #macro
BBG: two months of Chaos in the Red Sea have caused the biggest diversion of international trade in decades, pushing up costs for shippers as far away as Asia and North America. The disruption is spreading, fueling fears of broader economic fallout.
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earlier: global freight rates = pandemic-era levels

🌏#geopolitics #election
geopolitical calendar from Barclays for the year 2024
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2024 is expected to be the most politically intense year on record (chart)