Category Archives: Policy

America-first and the dollar-yen trade – FT

The FT’s Leo Lewis looks at how uncertainty over US President Donald Trump’s America First policy affects the dollar-yen currency trade. ► Subscribe to FT.com here: http://on.ft.com/2eZZoLI

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2017 Annual Forecast Preview – Stratfor

Stratfor Vice President of Global Analysis Reva Goujon highlights the key geopolitical trends for the coming year. For more analysis, visit: http://www.Stratfor.com

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The biggest moment of 2017: Donald Trump’s inauguration – Economist

Published on Dec 30, 2016 On January 20th 2017, the eyes of the world will be on Donald Trump as he takes the oath of office and is sworn in as America’s 45th president. The political tremors will reverberate around … Continue reading

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Mr. “King Dollar” Takes The CEA

Congrats to Larry Kudlow,  a good guy (though a supply side ideologue),  as reports pour in that President-elect Trump will appoint him to head up the Council of Economic Advisors (CEA). He has always advocated a strong dollar, or “King … Continue reading

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The Economist Gets It…

That is, why governments need asset bubbles as the average real wage falls.   See our post, America’s Bubble Dependent Economy. This also goes a long way in explaining the reelection of President Obama even with stubbornly high unemployment and a weak … Continue reading

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The Most Corrupt Governments

Transparency International is out with their Corruption Perceptions Index ranking governments on a scale 0 (highly corrupt) to 100 (very clean). The Corruption Perceptions Index scores countries on a scale from 0 (highly corrupt) to 100 (very clean). While no … Continue reading

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Congrats, Mr. President. Let’s Get to Work!

Congratulations to the President on his reelection.  Time to move on and get to work. First up is a short-term strategy to avoid the fiscal cliff. Next is appointing a new Secretary of Treasury to replace Tim Geithner.   Short list … Continue reading

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Spain’s Rajoy enjoys mixed victory in regional vote – AJ

ILBAO, Spain — Voters in Spanish Prime Minister Mariano Rajoy’s northwestern home region of Galicia have given their support to his handling of the economy, but those in the turbulent Basque region handed a major victory to nationalist and separatist … Continue reading

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“Next Year We’ll Be Watching America” – Jim Rogers

(click here if video is not observable)

Posted in Black Swan Watch, Economics, Policy, Politics, Sovereign Debt, Sovereign Risk, Uncategorized | Tagged , | Leave a comment

France Debates a “More Federal Europe”

The debate in Europe has finally crystallized into the the one point that matters.   How much sovereignty is each country willing to cede to a German led “Federal Europe.”   The following discussion on France 24 is very enlightening in … Continue reading

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