This analysis captures how transactional coercion is becoming the new normal in geopolitics. The Greenland tarriff episode shows how quickly markets respond to policy shifts, but the quick reversal also reveals how fragile these pressure tactics can be. I dunno, watching this unfold reminds me of how much uncertainty dominates planning now, whether its business strategy or just personal decisions about the future.
Seems like the new thing to get used to is the ephemeral nature of policy under the current US administration. I think we are much more used to governments stress testing policy before it is implemented and gaming out the likely fallout. This doesn’t seem to happen at the moment which means policy is tested on the fly and in the cauldron of market reactions and public opinion. Makes for some volatility for sure
This analysis captures how transactional coercion is becoming the new normal in geopolitics. The Greenland tarriff episode shows how quickly markets respond to policy shifts, but the quick reversal also reveals how fragile these pressure tactics can be. I dunno, watching this unfold reminds me of how much uncertainty dominates planning now, whether its business strategy or just personal decisions about the future.
Seems like the new thing to get used to is the ephemeral nature of policy under the current US administration. I think we are much more used to governments stress testing policy before it is implemented and gaming out the likely fallout. This doesn’t seem to happen at the moment which means policy is tested on the fly and in the cauldron of market reactions and public opinion. Makes for some volatility for sure