Unhedged Geopolitics? What geopolitics?
8 snips
Dec 10, 2024 Explore how global events like Ukraine and Syria are reshaping market dynamics and investor behavior. Discover why markets often miss the mark in predicting these geopolitical upheavals. Enjoy a humorous take on the cultural quirks of disappointing Christmas experiences, complete with tales of 'crappy Santas.' Plus, insights on how peace in Ukraine could spark a turnaround in European markets, highlighting the importance of understanding geopolitical implications for long-term growth.
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Markets' Geopolitical Blindness
- Markets are bad at predicting geopolitical events.
- Investors often overlook crucial events like those in South Korea or Syria.
Market Apathy to Geopolitics
- Markets often don't react as expected to geopolitical events.
- The situation in Israel exemplifies this, as markets haven't moved into havens as anticipated.
Oil Market's Geopolitical Desensitization
- Oil markets have become desensitized to Middle Eastern and Russian geopolitical events.
- This is due to experience showing that these events don't always have a major market impact.