Aurora Geopolitics Calls

Trade expert Dmitry Grozoubinski looked at what Trump's trade policy means for macro, prices, corporate earnings, and geopolitics.

• Trump's likely tariff plans, who will be hit, who will be exempted
• Which industries are in the firing line
• Retaliation plans by the EU, China, and Japan
• The likelihood we end up with a Smoot-Hawley-style deglobalization
• Trump's escalation options, including investment flows

Our head of geoeconomics Maximilian Hess sat down with Alef Advisory's Hani Sabra to discuss what developments in Syria mean for regional stability, distressed debt, Russia's role in the world, and Iran's next steps. 

• The new Syrian regime’s chances of success
• What the loss of Assad means for Russia’s influence
• Iran’s dwindling list of options 
• The consequences for Lebanon—and the country’s debt

Eurasia expert Maximilian Hess looked at what Donald Trump's election means for:

• The war in Ukraine
• Ukrainian bonds and warrants
• Russian assets and sanctions
• European and Eurasian energy