Topic/Theme Reports

Country Risk Chat: CORVID-19 Crashes Out of China

03/03/2020

Just back from Italy, Dr. Scott takes another look at the coronavirus outbreak across Italy, Europe and the West. Gives his outlook on GDP pullbacks and other impacts to supply chains and markets. 


Country Risk Chat: Coronavirus & Copper, Not Happy Together

02/11/2020

Coronavirus slows down China's industrial appetite for commodities and especially copper. We look at the knock-on effects to export dependent countries such as Chile and Peru. And wrap up on the Irish elections with Sinn Fein at the top of the results. 


Country Risk Chat: China Virus Slowdown, US Primaries/ Election Season, Brexit Unshackled

02/03/2020

Coronavirus spreads in China and around world and we review the growth prospects in China and globally. We reflect on the primary season kicking off in the Iowa caucuses and chance of the Democratic candidates versus President Trump. And Brexit ramifications for UK growth and trade and impacts to the Scottish indy movement.


Country Risk Chat: China & Coronavirus – Market Impacts; Bolivia’s Tilt, Locusts Invade

01/27/2020

The coronavirus from China is already impacting world stock markets and could impact economic growth in China and abroad. We explore the luxury goods market impacts. Bolivia has a new tilt away from Cuba. And locusts continue to threaten food supplies in northeastern Africa. 


Country Risk Chat: IMF Global Growth View, China, Hong Kong

01/21/2020

We review the IMF global growth view for 2020. Further review the low birth rates in China and impact to growth. Hong Kong downgrade impacts. And more on Suriname's large oil discovery and sovereign risk effects. 


Country Risk Chat: Fishing for Momo: China Trade Deal(s) v. Food Price Inflation & Iran

01/14/2020

Markets performed well as some geopoliticals like the China trade war settled down in phase 1. But food price inflation driven by African Swine Flu and a rapidly unstable Iran crank up the risk. 


Country Risk Chat: Geopolitics Heat Up, Will the Market’s Party Continue?

01/07/2020

We kick off the country risk chat year with a look at the repurcussions from the US assassination of the top Iranian general. And how aging demographics are driving the debt issuance and investment trends. Then the European growth outlook and ECB chief Lagarde's impact. And Libya becoming more of a geopolitical chat point.


Country Risk Chat: 2020 Outlook - US President Impeachment/Elections, UK Brexit, N. Korea Dynamics

12/23/2019

The US economy & markets should continue to chug along in 2020 despite the political friction with impeachment. And elections should not disrupt as well. UK proceeds with Brexit in January. And N. Korea keeps the geoplitical ​tensions high. 


Country Risk Chat: Racing to the Finish

12/03/2019

Heading into year end, Dr. Scott comments on negative yielding soveregin debt and US Fed policies on that matter. And wraps up with his view on the UK election outcomes with Conservatives holding on to power. Germany's political dynamics. And lastly on Suriname's politics and China instrusions.


Country Risk Chat: Elections - Bloomberg in US, HK High Turnouts, UK Awaits Brexit Decision

11/25/2019

Mike Bloomberg jumps into Democratic presidential race with media blitz and billionaire questions from the left of the party. Hong Kong local council elections vote more democracy as Beijing plots next moves. UK moves closer to PM/Parliament votes and Brexit decisions.


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