Topic/Theme Reports

Country Risk Chat: Geopolitics Heat Up, Will the Marketís Party Continue?


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


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


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


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.

Country Risk Chat: US China Trade Spat, Looming Impeachment, German Economics


This issue comments on the US/China trade dynamics, US presidential impeachment potential and market impacts, US Democratic candidate outlooks, German economics and government policy, and Spanish parliamentary election results and outlook.

Country Risk Chat: Markets Rally with US Political Tussles, UK Elections Coming, Saudi Aramco Update


Despite President Trump impeachment trends pushed by Dems, US economy is buoyant and stock markets continue to rally. UK Parliament elections and Brexit decision awaits in December. Saudi Aramco prepares record size setting IPO. And more on Euro bank money laundering and what regulators are doing to prevent. 

Country Risk Chat: Waiting for the Fed & Argentina, Vietnam


Geopolitical winds swirl, but the stock markets want to ride the highs. The Feds rate actions are key to this ebullient equities environment. And then two countries at cross-roads as Argentina trys to avoid a debt driven recession/depression and Vietnam rides the China relo-trade boom. 

Country Risk Chat: Bad Cappuccino Markets? World & China Growth Slows


Cappuccino, China, Green Bonds and Dominica. A strange brew of country risk topics. But frothy, less coffee substance, nonetheless. Expect slow growth and more coffee grinds. 

Country Risk Chat: Strange Days with Trump Troop Moves, China Mini-Trade Deal, Slower India


The world has turned topsy turvey with conflicting Trump troop moves, US-China trade truce and India domestic demand slowing. Posibble N. Korea pork shortage adds to the geopolitical hunger games. 

Country Risk Chat: October Crashes & Flashes in Hong Kong, Canada PM Elections


As the leaves change in October from green to red, equity markets worry about crashes of the past. Scott reviews the US economic landscape and also interjects on Hong Kong protests and the Canadian elections. 

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