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26Jan 17
Mexican Geo-Political Risk

Mexican Geo-Political Risk

Having approached the NAFTA issue with very hardball tactics and striking at the sensibilities of the Mexicans with the implementation of the wall along the Mexican border, has increased tensions.…

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26Jan 17
NAFTA Negotiation Forecast

NAFTA Negotiation Forecast

The new Trump administration has met with auto executives recently.  He has threatened a 35% tax on imports from Mexico. Yesterday, without notifying the Mexican delegation, Trump and his press…

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26Jan 17
Increasing Risk – US And China

Increasing Risk – US and China

The coming trade friction and quite possibly geopolitical tensions between the US and China should be taken seriously by market players.  In our opinion, this risk has increased. As a…

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26Jan 17
FED Rate Forecast For 2017

FED Rate Forecast for 2017

Our forecast for future rate hikes by the FED in 2017 depend on inflationary pressures arising from the new economic policies of Trump.  In general, inflation seems to be picking…

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04Dec 16
Chinese – US Policy Uncertainty

Chinese – US Policy Uncertainty

The recent phone call to from the president of Taiwan to Trump certainly inflated the Chinese and increased uncertainty in Asia.  In contrast to a Clinton victory, China is going…

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04Dec 16
Italian Referendum

Italian Referendum

The Italian Referendum is a potential macro risk.  The vote is for a more simplified government so that changes can be implemented easier.  It is in fact a vote for…

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