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… 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… 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… 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… 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… 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…
Mexican Geo-Political Risk
NAFTA Negotiation Forecast
Increasing Risk – US and China
FED Rate Forecast for 2017
Chinese – US Policy Uncertainty
Italian Referendum
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