Tag Archives: Politics

The Mother Of All Political Risk

This would definitely destabilize the “American Street.” This is RUMINT, but pretty credible RUMINT: Trump preparing to fire Sessions, name Pruitt Acting AG (which he can be since he already holds a Senate confirmed position), and Pruitt fires Mueller. And … Continue reading

Posted in Geopolitical, Politics, Uncategorized | Tagged , , , | Leave a comment

Tweet of the Day: Italy’s Impossible Trinity

"Italy lives through a euro-zone impossible trinity: you cannot be in the euro, honour your public debt, and have a broadly stagnant economy." @terzibus quoting @FrancescoPapad1 on #ItalianElections & economy #ElezioniPolitiche2018 #elezioni2018 >> https://t.co/t7NzHE3Gyp pic.twitter.com/3oUAMydS8D — Bruegel (@Bruegel_org) March 4, … Continue reading

Posted in Italy, Policy, Uncategorized | Tagged , , | Leave a comment

Merkel secures ‘grand coalition’ breakthrough – FT

The German chancellor’s conservative bloc and left-of-centre rivals the Social Democrats have achieved a breakthrough in exploratory talks on forming a new ‘grand coalition’ ► Subscribe to FT.com here: http://bit.ly/2r8RJzM .

Posted in Germany, Politics, Uncategorized | Tagged , , , | Leave a comment

European far-right parties seek to unify — EuroNews

Posted in Politics, Uncategorized | Tagged , , | Leave a comment

How Brazil’s Once Mighty “Lula” Has Fallen

There doesn’t seem a day that goes by without a political scandal in some emerging market rocking the tape.  Check that.  Add also developed markets.    Brazil, Pakistan, Mozambique, and, yes, even the United States. But today’s nine and half year … Continue reading

Posted in Politics, Uncategorized | Tagged , , | Leave a comment

Now We Worry

The way, the why, the timing of the firing of FBI Director,  James Comey, baffles us.   No partisanship here,  however. But now we worry.   We wrote in February, When we held positions overnight on Wall Street, we used to … Continue reading

Posted in Politics, Uncategorized | Tagged , , | 16 Comments

A Country Off Sides Politically

Is it just us or do you feel the same political angst that seems to be pervasive throughout the country that we do?   Things not only feel surreal but there seems to be a prevailing sense of eeriness haunting our … Continue reading

Posted in Policy, Politics | Tagged , , | 1 Comment

Circus Trumps Politic

A thousand people in the street Singing songs and carrying signs Mostly say, hooray for our side  – Buffalo Springfield, 1967 File this one under political analysis. Not partisan as we try to keep our politics out of our analysis.  … Continue reading

Posted in Politics, President Trump, Uncategorized | Tagged , , | 7 Comments

Our Quick Analysis of the U.S. Presidential Election

Why did everyone miss it? Polls and pundits missed it due to “Bradley Effect” — “The Bradley effect (less commonly known as the Wilder effect) is a theory concerning observed discrepancies between voter opinion polls and election outcomes in some … Continue reading

Posted in Euro, Politics | Tagged , , , , | Leave a comment

Who said nobody thought Trump would win?

Given the political earthquake the U.S. has just experienced and the long-term consequences that are sure to follow, we thought it is time to start writing again.  We (I) have been sick, which has temporarily diminished our capacity to write … Continue reading

Posted in Politics | Tagged | 2 Comments