Echoes of Suez reverberate – and the “petrodollar” arrangements of arms sales and protection look thoroughly undermined.
Jeremy points out that this feels like “hypernormalisation”….everyone knows that the world order is changing, but is afraid to say it out loud. China may be the silent victor, but Japan’s financial position and/or the bond markets could pose the real risk to markets.
Investors might do well to look to real-world assets, especially if energy exploration is about to become important once again.
Latin America could benefit from a more hinterland-focussed USA.
Good luck to the soon-incoming Fed Chairman….what a time to be Kevin Warsh.
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