09 December 2024
How we think about geopolitics going into 2025
After around 14 years of civil war, the fall of Bashar al-Assad’s regime in Syria has caught the world by surprise. Initial market reactions have been muted. Oil prices have risen by around USD1/bbl, while other markets (global equities and currencies) haven’t budged, suggesting the unfolding of events in Syria is not causing any worries in financial markets.
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