At Pozières Consulting we aim to provide our clients with the critical insights required to make informed real-world business decisions. In an increasingly globalised world, politics matters at least as much as economics to market outcomes and it is therefore imperative that business leaders understand geo-politics in the context of business and economics. To assist our clients in making sense of the ever changing geo-political landscape and the complex interconnected relationships between business and politics we publish a wide range of insights and analysis.
We routinely release Situation Reports from our analysts on the ground, providing insight and context to fast moving events and trends in specific markets or regions.
Our Special Reports are an excellent resource for clients looking to better understand political risk and how political risk can affect their own businesses and investments both positively and negatively.
Our Case Studies section provides examples of real-world cases where our political risk insights have been used to inform our clients investments and business decisions.
Our Articles section allows our clients to keep up to date on the latest geo-political events and gain valuable insights from our analysts around the world.
Latest Articles
Lighthizer tipped as Trump Treasury Secretary
Robert Lighthizer, prominent trade lawyer and the former U.S. Trade Representative under President Donald Trump, has emerged as a potential candidate for the next Treasury Secretary. His appointment could signal a continuation of some of the economic policies and trade strategies that characterized the Trump administration. Lighthizer’s tenure as U.S. Trade Representative was marked by aggressive trade negotiations, a focus... [ more ]
Trump’s Proposed Tariffs Could Weaken the U.S. Dollar
The proposed tariffs by former President Donald Trump have sparked significant debate regarding their potential impact on the U.S. economy and the strength of the U.S. dollar (USD). While tariffs are often implemented with the intention of protecting domestic industries and reducing trade deficits, their broader economic consequences can be complex and multifaceted. In the case of Trump’s tariffs, there... [ more ]
Financial Repression of Last Resort
Last week I published an email to clients which made the central point that inflation has a reflexive political component to it which creates incentives for politicians push back against fiscal expansions. I added that we were likely to see an increase in ‘deficit hawk politics’ in the US following the midterm elections. This morning I want to expand a... [ more ]