Two events of January 6 are likely to shape the next 20 months in the markets, geopolitics and across a range of public policy developments worldwide. Both took place in the US and are closely related. Only one of these events has captured the pages of the mainstream media and the minds of everyone – from the idle observers watching their local news around the world to die-hard politicians. That event, of course, was the grotesque, at times comical, but predominantly tragic storming of the Capitol in Washington DC by Donald Trump’s supporters. The other, less discussed one, was the…

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