Topic/Theme Reports

Country Risk Chat: Biden Victory? Market Volatility!

10/06/2020

Dr. Scott scans the presidential race landscape for signs of economic and markets life post election. With a Biden win, that he leans towards, taxes will rise considerably with volatilie & downward stock markets to follow.  Bond markets will welcome fiscal responsibility, but could get hammered if the economy falters first. 


Risk Mgt Chat: LIBOR Lunacy: Who’s on First, What’s on Second, I Don’t Know is on for 2021!?!

09/29/2020

LIBOR deliberations &discussions have been as coherent as a pub imbibed dissertation on alternative views as to the start of the universe. In other words, another Federal Reserve bobbling of the goals and aspirations for a more equitable benchmark rate market. And wasn't that supposed to be the improvement after the LIBOR scandals. Yikes again. Thanks Fed!


Country Risk Chat: China & US - Workin’ on Night Moves, Waking Up to Sounds of Thunder

09/16/2020

Dr. Scott continues his Howard Cosell-esqe commentary on the U.S. elections as the relationship between the U.S. and China takes center stage. The two sumo wrestler nations are trying to tip each other over in their quest for global hegemony. China goes on U.S. Treasury diet to upset U.S. physical dominance. 


Country Risk Chat:US Elections, Pls Mr Postman:Deliver the Election, de Sooner de Better!

08/19/2020

Dr. Scott looks at the Biden-Harris ticket and gives it a stamp of approval; with President Trump squashing the Post Office as snail mail goes crustacean subnation. It will be quite a political food-fight as the USA goes from Big Apple brightness to Banana Republic frightness. 


Country Risk Chat: USA’s a Go-Kart Economy: Some Mo-Mo, Will It Fly off Track?

08/11/2020

The US economy is in a dichotomy state between the suffering from truely high unemployment & depressed GDP, and the stock market surge led by the Big Tech stocks. Which way will the US economic go-kart swerves in the end is a centripetal force question to be answered 


Country Risk Chat: Japan Under Pressure; Can’t Eat Sushi!

07/29/2020

Japan stuck in economic funk for the better part of 25 years, now has to contend with the deleterious effects of COVID-19 for compounding its duel burden of poor demographics and high debt loads. 


Country Risk Chat: Is Biden Good or Bad for the Markets?

07/07/2020

Dr. Scott discusses the US Presidential horse race that is galloping all out to the Swing States finish line. Will Biden help or hinder markets if he keeps up the lead. And will restored jobs and virus cures resurrect Trump's prospects with his final kicks to election day. 


Country Risk Chat: A Long Hot Summer Ahead: Riots, Food & Debt

06/30/2020

Dr. Scott reviews the economic landscape as the George Floyd demonstrations lead to violence and looting that further hurts small businesses that have been devastated by the pandemic quarantine conditions. And overlays the US-China tensions over Hong Kong and other pandemic issues. Then food insecurity globally, with inflationary effects. Finally, India's downgrade by Moody's and thoes effects. 


Country Risk Chat: 10,000 Years BC, where we are Headed?

06/29/2020

Lions and Tigers and Bears! Oh my! The global economic/political and sovereign landscapes entering the dog days of summer a month in advance as economies and governments erupt into firestorms of controversy and weakness. Dr. Scott explains how the economic battlefield minefields can be adroitly avoided. 


ESG Perspectives: Juneteenth & DOAS Must Haves

06/19/2020

In the spirit of the Juneteenth commemorations recognizing the beginning of freedom for former American Slaves of African origin, we present exerpts of The Sightless Bird, a blog that comments on critical African American ESG investment issues as they impact the DOAS community (Descendants of African Slaves). There is still much to be done to support a better and more fair social, economic and political environment. 


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