Cross-Asset Strategist & Quantitative Analyst, Pennock Idea Hub

Cam Hui

Cross-Asset Strategist & Quantitative Analyst

Pennock Idea Hub

We are creators of independent equity research. The Pennock Idea Hub team are veterans of the investment industry. Much of our team has spent their careers at Merrill Lynch, Deutsche Bank, RBC Capital Markets and Wood Gundy. We have taken every aspect of research back to the studs and returned to first principles. The Pennock Idea Hub marries the interests of the sell and buy side. 

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Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

<ul>
<li>The agenda of the G7 highlights the rising risk of a new Cold War 2.0 that decouples China from the West. </li>
<li>Tensions are likely to rise in 2024 as U.S. electoral politics will encourage both sides to show how tough they are on China. </li>
<li>Under such a scenario, the global economy would be split into a China bloc and a U.S. bloc that resolves in global stagflation  </li>
</ul>


The agenda of the G7 highlights the rising risk of a new Cold War 2.0 that decouples China from the West. 
Tensions are likely to rise in 2024 as U.S. electoral politics will encourage both sides to show how tough they are on China. 
Under such a scenario, the global economy would be split into a China bloc and a U.S. bloc that resolves in global stagflation  


How the G7 Meeting Exposes the Risks for 2024