Category Archives: Geopolitical

The Day “Strategic Ambiguity” Died

The hits just keep on coming. There is a new sheriff in town, the old order is crumbling, and we are afraid the world is going to become much more unstable in the next few years.  Assets markets are incapable … Continue reading

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Was Helsinki Trump’s “Jane Fonda” Moment?

It has been over three years since President Trump first launched his successful campaign for the highest office in the land. The then unconventional candidate, and now president: has broken almost every rule in the political playbook; is a walking … Continue reading

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QOTD: North Korea Deal Or China Deal?

In Beijing’s worldview, everything’s connected. Kim Jong-un was in Beijing Tuesday talking strategy with Xi; there frankly won’t be a deal between North Korea and the U.S. without the Chinese leader’s blessing. So what does Trump want more: a “deal” … Continue reading

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Kim Jong-un visits China following historic Trump summit

North Korea’s leader met with Chinese President Xi Jinping on his third trip to Beijing since March. They were expected to discuss sanctions and the denuclearisation of the Korean peninsula.… READ MORE : http://www.euronews.com/2018/06/19/ki…

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China vs. U.S. trade war: Who would win?

 

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The action-movie trailer Trump played to Kim Jong-un

If only it were as easy as in the movies… Reporters were shown a video ahead of Donald Trump’s press conference in Singapore, which the US president said he had played it to Kim Jong-un and his aides toward the … Continue reading

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De-escalation Of Tensions

Always a good thing.  Here’s to hoping that the lives of our Korean brothers and sisters both in the north and south will improve dramatically with respect to a lasting peace and standard of living. Nothing’s gonna stop them now. … Continue reading

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NorKo summit: What denuclearisation means

Washington is pushing for the complete, verified and irreversible dismantlement of North Korea’s nuclear capabilities. Achieving this would require much more than the removal of weapons ► Subscribe to FT.com here: http://bit.ly/2GakujT

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The Upheaval in Central America – Project Syndicate

The macro swans continue (swans = crows in this video) to gather. Social and political upheaval in Central America – in particular, Guatemala, Honduras, and Nicaragua – is sending many north in search of a better life. The region’s current … Continue reading

Posted in Geopolitical, Politics, Uncategorized | Tagged , , | 34 Comments

Prepare For Much Higher Long-Term Rates

There has been a huge drain of liquidity from the U.S. Treasury market over the past few years, and may signal a structural change to how the United States finances budget deficits. The government will always find a way to … Continue reading

Posted in Bonds, Charts, China, Credit, Geopolitical, Interest Rates, Sovereign Debt, Uncategorized | Tagged , , , | 36 Comments