US Elections - The outcome will not favour Europe

On 23 October the CFA Institute invited Christian Takushi to share his analysis on the US elections and its impact on Europe. A Harris or Trump administration pose severe challenges to Europe. Tougher economic & foreign policies loom. America to benefit from Europe's huge ongoing strategic errors. The economic bloc that in its geopolitical illiteracy dismantled its military instead of preparing for this tough century sits in the trap. Where to invest? 1) Geopolitically multi aligned (safe) economies that are young, fiscally healthy, resources, safe trading routes 2) USA. In Europe defense, security, Net Zero (until it runs out of money), CMU, logistics, food-energy security 3) in 3 weeks Chancay mega port opens. To cut shipping time Asia-LatAm by 30%. Europe’s lifeline is blocked, China’s gets better For Europe it doesn't matter who wins in November in America. It is going to be very difficult either way America's greatest threat to National Security is domestic: Out of control fiscal-monetary policies Europe faces a USD 9-10 Trillion financing gap - Officials may need to mobilise private savings. The Capital Market Union might be part of the solution. Investors neglect Turkey - Iran is likely to help Russia and China Geopolitical Safety: Uruguay and Mauritius top the ranking as New Zealand is under review for downgrade   To subscribe to Takushi's Geopolitical Macroeconomic Newsletter go to www.geopoliticalresearch.com https://geopoliticalresearch.com/?product=new-geopolitical-research-newsletter