Yea, though we walk through the valley of the shadow of death, we will fear no geopolitical tail risk: for Donald Trump art with us; thy orb and thy staff they comfort me…
Category: geopolitics
“President’s Day”: Iran Is Voting, Brazil Is Panicking, Trump Is Traveling
It feels quiet in America on Friday morning. Maybe that’s because Donald Trump is leaving
What’s “Top Of Mind” At Goldman? One Thing And One Thing Only
Needless to say, geopolitical risk should be “top of mind” for anyone who fancies themselves a serious
China Rolling Over + Ballistic Missile Test By Hermit Regime = “Monday Risk-Friendly Tone”
“The weekend news – softer industrial production, Capex and retail sales in China, higher oil prices as Saudi Arabia and Russia agree that output cuts should be extended through Q1 2018, a North Korean ballistic missile test – sees us start in mild risk-friendly tone.”
Traders Be Like “WTF?!” As Trump Is Desperate Despot, Nuclear War Beckons
So the elephant in the room is clearly Donald Trump’s decision to fire FBI Director
It’s Too Quiet: Except For China. And South Korea. And Collapsing Metals.
It’s Tuesday, and they’re voting in South Korea. There’s an annoying power vacuum over there
The Going Rate For Being “A Bloody” Bitch Is Now €100 Billion
Yeah, so it turns out that exiting the European Union is probably going to be
“Flashpoints”: One Slide Sums Up Trump’s Key Geopolitical Hurdles
I’ve been a broken record when it comes to suggesting that geopolitics will become an increasingly important
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