Macro Newsletter Pro

July 2020

Level 4 – High
North Korea Tensions
This is likely to be the key geopolitical risk for 2018. It is interconnected to US-China relations.

Level 3 – Medium
Oil Price Volatility (45 to 70 Price Range)

Prices are trending up but OPEC members cheating and increased production from US shale producers will keep prices in a tight range throughout 2018.
Uncertainty in Global Trade Framework
Trump got rid of TPP, risks from Brexit and uncertainty over Trump negotiations do not bode well for a clear business environment globally.

Level 2 – Low to Medium

US – China Tensions Potential to Increase
On both the economic and political front, tensions between these two powers have a high chance of flaring up in 2018.

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