Copy
Oxbow Advisory's Geopolitical TrackerTM
View this email in your browser

@oxbowgeopolitix

Geopolitical Risk + Opportunity: The Weekly Track

Welcome to Oxbow's Geopolitical Tracker what you need to know about geopolitics and its impact on global markets. Oxbow Advisory curates the most important news and content on geopolitical risk + opportunity across APAC, EMEA, and the US-Americas.

Interested? Sign up or forward to a friend here
http://eepurl.com/bglO-L

Thank you for following,
Jamian Ronca Spadavecchia
Curation | Edits | Commentary

 
WHAT YOU NEED TO KNOW
Americas Fridays - November 11, 2016


GLOBAL RISK

Global Stability in the Trump Era Angry American voters who feel slighted by the Washington establishment have had their say. A stunned world must now come to terms with what the election of Donald Trump as the 45th President of the United States means for global stability in the years ahead. -Project Syndicate
 
EVENT WATCH
GPL || Global Policy Link

Luncheon
His Excellency Eerik Marmei
Ambassador of Estonia to the United States

November 17 || gpl.global/events
U.S. + AMERICAS RISK

THE UNITED STATES

Trump, GOP leaders prepare for D.C. takeover President-elect Donald Trump and Mike Pence began their meetings with top congressional leaders Thursday to start piecing together a plan to take the reins of power in Washington. -Politico

Not Our President’: Protests Spread After Donald Trump’s Election Thousands of people across the country marched, shut down highways, burned effigies and shouted angry slogans on Wednesday night to protest the election of Donald J. Trump as president. -NYT

Exit America’s Old Elite America’s elite institutions are accustomed to riding out changes in presidential administrations. It will be harder this time. Not since Andrew Jackson in 1828 has there been a president-elect who harnessed the public’s anger toward the Establishment the way Donald Trump has. Suddenly the political and technocratic elite in Washington are at risk of being disenfranchised -Bloomberg

Republicans in Congress Plan Swift Action on Agenda With Donald Trump -NYT

Trump's Victory Proves the U.S. Is Unexceptional No need for tears and hand-wringing, U.S. friends. What happened on Tuesday was not a of your democracy -- just a powerful blow to American exceptionalism and the misplaced arrogance of the U.S. elite. -Bloomberg View


THE TRUMP ADMINISTRATION

How Donald Trump Could Change the World A scholar of U.S. foreign policy explains why the 2016 race could be the most consequential election—anywhere—since the 1930s. -The Atlantic

World Leaders React to Donald Trump Winning the U.S Election -Time 

"The world won't end, but things will get more crazy"

Donald Trump’s Foreign-Policy Challenges Perhaps the most important question raised by his victory is whether the long phase of globalization that began at the end of World War II is essentially over. -Project Syndicate

There's No Shame in Joining the Trump Administration Is it better for experts to send a message by withholding their expertise? Or if you have good advice to give, is it better to offer it to bad governments -- to benefit their people, even if incidentally the advice benefits the bad governments as well? -Bloomberg View


AMERICAS

Nafta can be discussed, but not renegotiated, says Mexico Mexico is willing to discuss the North American Free Trade Agreement (Nafta) with US President-elect Donald Trump, the government says. -BBC

Fiery protests against Chile's private pension funds Santiago Chilean police used tear gas and water cannon to break up a protest Friday against the country's privatized pension system, which opponents say is leaving many retirees in poverty -AFP


U.S.-AMERICAS || GLOBAL MARKETS IMPACT + OPPORTUNITY

GLOBAL BUSINESS  


New Balance Burned for Praising Trump’s Trade Stance The shoemaker says it’s being unfairly targeted for opposing the Trans-Pacific Partnership. -Bloomberg

Trump Crushes China M&A There are two things that M&A bankers hate: protectionism and uncertainty. Donald Trump's unprecedented election win delivered both, and has the potential to slash the number of Chinese companies snapping up American assets. -Bloomberg Gadfly

Alibaba’s U.S. Growth Ambitions at Risk After Trump Victory -Bloomberg

Dutch Giant Unilever Breaks Ground for Factory in Cuba Dutch consumer product giant Unilever has become one of the largest foreign companies to move into a special economic development zone at the Cuban port of Mariel that is meant to jumpstart outside investment on the island. -AP


GLOBAL MACRO

Dow Average Rallies to Record as Treasuries Slide on Trump Bets -Bloomberg

The global economic consequences of Donald Trump The Fed's role in the economy could itself be under threat. Mr Trump has expressed criticism of the monetary-policy choices of Janet Yellen. If she stays on the job her term will nonetheless be up in 2018, while Mr Trump is president. Before then, he will have the opportunity to fill seats on the Board of Governors -The Economist

Mexico Peso’s Donald Trump Nightmare May Just Be Starting -Bloomberg

How bitcoin protects against geopolitical risk Importantly Bitcoin is a global digital currency that is borderless, frictionless and secure.  Unlike legacy currencies and payment systems, Bitcoin is immune to capital controls and currency manipulation.  It does not limit people’s freedom to move money to where they want it to be and cannot be controlled by governments for their political agenda.  Most of all, it is well insulated from national political uncertainty that might cause aggressive fluctuations in other traditional currencies. -Tech Crunch




 
NOW READ GEOPOLITICAL TRACKER ONLINE VIA 
http://www.oxbowadvisory.com/geopolitical-tracker/
Global Risk | Global Policy | Global Government Affairs

Oxbow Advisory is a global risk and strategic advisory firm. At Oxbow a one-on-one conversation is integral to our relationship with each client. That conversation begins with the conviction that in a globalized world @ each turn: risk + opportunity wait.

Please do not hesitate to contact us, if you are interested in learning more about how Oxbow's risk advisory services protect and enhance global value creation.

Oxbow Advisory
Washington, DC 20007

www.oxbowadvisory.com


Disclaimers
 
Oxbow Advisory’s Geopolitical Tracker™ and its content are intended for informational purposes only, do not constitute professional advice or any services to you, and do not   necessarily reflect the opinions of Oxbow Advisory or any of its employees or clients. The information herein should not be construed as investment advice of any kind.

Oxbow Advisory does not provide investment advice, including but not limited to; rating or recommending any security, providing advice as to the value of any security, or providing any advice regarding the advisability of investing in, the purchase, trade, or sale of any equity, bond, currency, or, commodity, and/or other financial product or service.

The information herein is not intended as any investment service or advice in any jurisdiction. Nothing herein is to be considered as either creating a client relationship between
the reader/user and Oxbow Advisory or as rendering of any professional advice or service for any specific matter.
 
Oxbow Advisory does not warrant the completeness, timeliness, or accuracy of any information contained herein. A user accesses, uses, and relies upon such content at user’s own risk. Oxbow Advisory accepts no responsibility for any loss which may arise from accessing or reliance on information contained on this site. Oxbow Advisory hereby expressly disclaims, to the fullest extent permitted by applicable law, any and all liability with respect to acts or omissions made by users on the basis on such information.

Copyright
The content of Oxbow Advisory’s Geopolitical Tracker™ is protected by U.S. and international copyright laws. All rights not expressly granted are reserved.

 
Copyright © 2016 Oxbow Advisory, All rights reserved.


Want to change how you receive these emails?
You can update your preferences or unsubscribe from this list

Email Marketing Powered by Mailchimp