by Bill O’Grady
(N.B. This will be the last WGR of 2017. Our next report will be published January 8, 2018.)
As is our custom, we close out the current year with our outlook for the next one. This report is less a series of predictions as it is a list of potential geopolitical issues that we believe will dominate the international landscape in the upcoming year. It is not designed to be exhaustive; instead, it focuses on the “big picture” conditions that we believe will affect policy and markets going forward. They are listed in order of importance.
Issue #1: The Big Picture
Issue #2: China Deleveraging
Issue #3: European Politics
Issue #4: North Korea
Issue #5: South American Populism
Issue #6: The Middle East
Issue #7: U.S. Domestic Politics