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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.

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Jamian Ronca Spadavecchia
Curation | Edits | Commentary

Americas Fridays - December 2, 2016


The End of US Soft Power? Nye has argued that, in an information age, soft power often accrues to the country with the better story. The US has long been the “land of the better story.” All of this has given the US an extraordinary ability to tell stories that are more persuasive and attractive than those of its rivals. -Project Syndicate

Global Bonds Suffer Worst Monthly Meltdown as $1.7 Trillion Lost Calling an end to the three-decade bond bull market is no longer looking like a fool’s errand -Bloomberg

GPL || Global Policy Link

Lunch with
Matthew Devlin
Global Lead International Affairs
Uber Technologies Inc.

Senate votes unanimously to extend Iran sanctions The Senate voted unanimously Thursday to extend sanctions on Iran for 10 years as President-elect Donald Trump faces calls not to immediately scrap a nuclear pact with Iran that he labeled "disastrous" on the campaign trail. -Politico

Senators crafting bill to limit deportations under Trump -The Hill


Retired General Mattis Picked by Trump for Defense Secretary -Bloomberg

Trump’s economic team taking shape President-elect Donald Trump’s brain trust on economic policy is beginning to take shape, with Steven Mnuchin and Wilbur Ross set to be nominated for two high-profile positions in his Cabinet. -The Hill

4 big areas where Steven Mnuchin could change policy at Treasury -Politico
1. Financial regulation critic of Dodd-Frank
2. Fannie and Freddie privatize Fannie Mae and Freddie Mac
3. Taxes Republicans are eager to overhaul the tax code
4. Trade Most importantly, the department puts out a report every six months on countries that manipulate their currency. Trump promised during his campaign to designate China as a currency manipulator

What happens if Trump keeps interfering with the free market? You don’t have to look far beyond America’s borders to see the disaster that can occur when wealth and power become too cozy, when an overbearing state begins to dictate business decisions. -The Washington Post


One Family. Six Decades. Myriad Views of Fidel Castro’s Revolution. -NYT

“There are too many Cubans who get up every day and struggle and struggle, and that’s it,” she said in an interview. “My dream is to leave.”

Donald Trump’s Threat to Close Door Reopens Old Wounds in Cuba -NYT

“If Cuba is unwilling to make a better deal for the Cuban people, the Cuban/American people and the U.S. as a whole, I will terminate deal,”



Donald Trump vows 'consequences' for companies leaving US -BBC

How Donald Trump Sealed the Deal to Keep Carrier Jobs in the U.S. Next up, the AT&T and Time Warner merger, which candidate Trump said he would block. BET founder Robert Johnson told CNBC yesterday that he met with Trump last week, and his sense is the President “is going to sit down and negotiate” that deal as well. -Fortune

Trump-Carrier Deal Gives Company $7 Million in State Incentives -Bloomberg

Senate takes aim at 'bots' that snap up concert seats Senators passed legislation by voice vote Wednesday that would make using the software an "unfair and deceptive practice" under the Federal Trade Commission Act -AP

Princess Cruise Lines fined $40m for waste dumping A US cruise liner is to pay a record fine of $40m (£31m) for dumping oil-contaminated waste, the US Department of Justice has said. -BBC

Mexicans Fear Trump Will Make Good on His Money Transfer Block -Bloomberg

White House Pushing Cuba on Deals for GE, Google Three cruise lines also expected to announce new service to Cuba -The Wall Street Journal


The Simple (If Painful) Way to Cut the Trade Deficit So anyway, let's say you want to reduce the U.S. trade deficit. How do you do that? Well, if you're the president, or a member of Congress, the simplest, most straightforward way is to reduce the gap between federal spending and tax revenue. You know, the budget deficit. -Bloomberg View

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