Topic/Theme Reports

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

11/04/2019

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

10/28/2019

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

10/25/2019

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

10/14/2019

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

10/07/2019

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. 


Country Risk Chat: Drones Dangers, Repos Ratcheting; What Helps Global Economy?

09/23/2019

Global markets keep biting its nails as drones damage to Saudi Arabia oilfields leads to war worries between the US & assumed culpable party, Iran. And repo markets going haywire, with Fed liquidity actions just add to tenuous state of affairs. We look at revised OECD Economic Outlooks & Caribbean Development Bank views.


Country Risk Chat: Animals at the Watering Hole

09/16/2019

Oil prices get hijacked by drones, destabilizing the Middle East & global peace & prosperity. And Venezeula regime failure threatens the South American & Caribbean economies.  Climate change seems like a breath of fresh air in comparison. Or is it? 


Country Risk Chat: The ECB, US Economy, Hong Kong & Brexit

09/09/2019

The global porridge of hot spots continued as the UK political landscape becomes even more muddied as it comes to Boris Johnson and the Brexit imbroglio. HK gets a Fitch downgrade as the situation partly improves, but doesn't.  ECB faces pushback on further easing. US growth slows in manufacturing, but services sails forward. 


Country Risk Chat: Boris in Action, Hong Kong on Edge & Dorian Plows Bahamas

09/03/2019

Labor Day holiday did not quiet the world's worry points. Hong Kong protests and UK Brexit politics keep conditions volatile. And Hurricane Dorian dims Bahamas economic prospects.


Country Risk Chat: The G7 Summit & the Rise of Politics over Economics

08/26/2019

Labor Day Week lulls were not in the cards as the G7 Summit & Trump tweet/talks stirred up the markets. Combined with Hong Kong protests and other cross-talk currents, outlooks for economic calm seem remote.


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