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 - December 2, 2016


GLOBAL RISK

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


 
EVENT WATCH
GPL || Global Policy Link

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

www.gpl.global/events
UNITED STATES

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


THE TRUMP ADMINISTRATION

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


AMERICAS

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,”


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

GLOBAL BUSINESS


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


GLOBAL MACRO

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


 
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