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The global economic and geopolitical landscape remains shaped by complex dynamics, including Trump's potential return to power. His policies could redefine International cooperation post-COVID, with an emphasis on global economic recoupling. Key insights from game theory suggest strategic decision-making may drive cooperation between nations, especially given COVID's lasting economic effects and the global trade slowdown in 2024. Markets are influenced by geopolitical tensions and fiscal strategies. The USD vs RMB exchange rate and USD vs Mexican peso exchange rate highlight regional currency shifts. Mexican peso investment gains traction as optimism grows for the future of US-Mexico relations. Meanwhile, equity valuations near dot-com levels and widening fiscal deficits around the world underscore economic fragility. Rob Lighthizer's trade strategies signal potential progress in US-China trade negotiations, with the Phase 1 agreement serving as a starting point. A revitalized focus on Iran and international sanctions and their impact on global markets adds complexity. The Federal Reserve faces pressure to balance fiscal and monetary policies amidst global oil price predictions and trade uncertainties. Geopolitical shifts, including the Ukraine war and Trump's engagement with Scott Bessent, reveal interconnected challenges. Cooperation between the US, China, and Russia remains pivotal, particularly with China's slowing economy. Predicting markets with game theory offers clarity, suggesting a future where strategic deals could stabilize global relations. However, risks from entrenched interests, such as the military-industrial complex, threaten progress, making market hedging strategies vital for investors. David Woo, a former top-ranked Wall Street global macro strategist tells it as it is. You may not agree with everything he says but he will make you reassess everything you thought you knew.
#GlobalEconomy2024 #GeopoliticsAndMarkets #USChinaTrade
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Russian economy showing signs of strain, finally
Теги
david woodavid woo unboundinvestingTrumpscott bessentInternational cooperation post-COVIDPredicting markets with game theoryGlobal economic recouplingGlobal oil price predictionsImpact of geopolitics on marketsRob Lighthizer's trade strategiesUSD vs Mexican peso exchange rateFiscal deficits around the worldCOVID's lasting economic effectsIran and International Sanctionsus-china trade negotiationsEquity valuations near dot-com levelsFederal Reserve