Academy Securities: Geopolitical & Macro Strategy Podcast

Putin/Trump Summit:

• Syria
• Shared U.S.-Russia objectives in the conflict
• Assad will remain in power
• The U.S. will attempt to counter violent extremism while not damaging its relationship with Turkey
• Military Adventurism
• Ukraine won’t join NATO but could establish a Switzerland like posture as to not antagonize Russia
• Ukraine should reinforce their vital role in delivering Russian energy to Europe
• Tension with Baltic states
• Cyber
• Russian meddling in democratic institutions will be addressed

Sec. Mattis' visit to China:

• Perfectly timed on the heels of the North Korea summit
• China’s military is growing and becoming an expeditionary force
• Opportunity to cooperate in the South China Sea

Market Update:

• Markets remain volatile
• Remain cautious on markets but optimistic for future growth
• Migration legislation has impacted markets and Europe has made progress addressing this issue

Any questions or to interact with our Geopolitical & Macro Strategy team members please email us at [email protected]