Bi-Weekly Geopolitical Report – The 2022 Mid-Year Geopolitical Outlook (June 21, 2022)

by Bill O’Grady and Patrick Fearon-Hernandez, CFA | PDF

(N.B. Due to the Fourth of July holiday, our next geopolitical report will be published on July 18.)

As is our custom, we update our geopolitical outlook for the remainder of the year as the first half comes to a close.  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 for the rest of the 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 Russia-Ukraine War

Issue #2: Xi as China’s President for Life

Issue #3: The Global Food Crisis

Issue #4: Weather Disruptions

Issue #5: Latin American Politics

Issue #6: The U.S. Midterms

Issue #7: Fed Policy and the Dollar

Quick Hits: This section is a roundup of geopolitical issues we are watching that haven’t risen to the level of the concerns described above but should be monitored.

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Don’t miss the accompanying Geopolitical Podcast, available on our website and most podcast platforms: Apple | Spotify | Google

Bi-Weekly Geopolitical Report – Parsing the World’s New Geopolitical Blocs (May 9, 2022)

by Patrick Fearon-Hernandez, CFA | PDF

For more than a decade, we at Confluence have been tracking and writing about the waning commitment of the U.S. to its role as global hegemon.  We’ve shown how U.S. retrenchment and protectionism have helped erode globalization.  Factors like deregulation, falling transportation costs, improved technology, and easing geopolitical tensions following the end of the Cold War may have promoted political and economic integration for decades.  Now, however, governments across the globe are erecting barriers to trade, investment, and migration, leaving authoritarian strongmen emboldened to assert themselves.  The latest example of that has been Russian President Putin’s invasion of Ukraine.

Amid these developments, we’ve argued the world will fracture into at least two main political and economic blocs: a U.S.-led bloc consisting mostly of liberal democracies and a China-led bloc of mostly authoritarian states.  This report discusses which nations are likely to join each bloc, which will merely lean toward one bloc or the other, and which may try to stay neutral.  Based on our predicted makeup of each bloc, we describe their differing political, economic, and financial characteristics.  As always, the analysis also includes ramifications for investors.

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Don’t miss the accompanying Geopolitical Podcast, now available on our website and most podcast platforms: Apple | Spotify | Google

Bi-Weekly Geopolitical Report – The Russians Respond (April 25, 2022)

by Bill O’Grady | PDF

In mid-March, we wrote a report detailing the effects of financial sanctions on Russia.  And now, about six weeks later, we are seeing the response from Russia.  As we noted in our earlier report, Western sanctions on Russia were extensive.  Although something similar was deployed against Iran, never before had such sanctions been used against a major country.

The initial response from the financial markets was swift; the ruble (RUB) plunged.  However, over the past couple of weeks, the RUB/USD has recovered all of the initial losses.  It should be noted that some of the recovery is due to capital controls as Moscow has made it very difficult to move money out of Russia.  Exporters who acquire hard currency are required to turn 80% over to the Russian Central Bank.  The bank also lifted interest rates to 20%, yet recently reduced its policy rate to 17%.  But perhaps the most radical action the government has taken is to demand payment for energy in RUB.

In this report, we will begin with examining the concept of money and the complications that international trade creates, including a discussion of the reserve currency concept.  Using this construct, we will apply it to the specific case of Russia.  Our contention is that the dollar/Treasury reserve system is, at best, being tested, and at worst, unraveling.  We will also include comments about emerging reserve currency blocs and conclude with potential market ramifications.

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Don’t miss the accompanying Geopolitical Podcast, now available on our website and most podcast platforms: Apple | Spotify | Google

Bi-Weekly Geopolitical Report – The Bosnian Divide (April 11, 2022)

by Thomas Wash | PDF

It took just two shots from Gavrilo Princip to change the world. That day in Sarajevo marked the end of the Habsburg dynasty, ignited the first of two intercontinental wars, and laid the groundwork for the present-day global order. Gavrilo, a Bosnian Serb, thought he would pave the way for a common South Slav state by killing Archduke Franz Ferdinand, the heir to the Habsburg throne. Almost 110 years later, the dream of a common South Slav state has yet to be fulfilled, although the sentiment is still shared among many Bosnian Serbs today.

(Source: Hungarian Spectrum)

On October 2, Bosnia-Herzegovina will hold its ninth general election since the signing of the Dayton Accords in 1995. The election has garnered international attention as there are growing concerns that the outcome could lead to another civil war. Bosnian Serbs are pushing for secession, while Bosnian Croats have called for their own entity. Both groups have threatened to boycott the upcoming election unless electoral reforms are made and there doesn’t seem to be an obvious solution.

Meanwhile, there are also growing fears that Bosnia could become Russia’s next target after Ukraine. Tensions between the two countries have risen since Bosnia-Herzegovina expressed interest in joining NATO. Last year, Russian foreign minister Sergei Lavrov warned that his country would react if Bosnia-Herzegovina joins the military alliance. Lavrov’s threat, although somewhat vague, has led many to speculate that Moscow could be plotting an intervention in Bosnia-Herzegovina. We suspect that Russia will use this election as an opportunity to assert itself within the region.

In this report, we will examine the history of Bosnia-Herzegovina, why Russia has a vested interest in the country, and how the election could play out. As usual, we will conclude with market ramifications.

Read the full report

Don’t miss the accompanying Geopolitical Podcast, available on our website and most podcast platforms: Apple | Spotify | Google