The German ‘Grand Coalition’ – Dates for the diary

The German ‘Grand Coalition’ negotiations are looking more problematic. The leaderships of Merkel’s CDU and Schulz’s SPD appear desperate for a ‘Grand Coalition’ de...
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2018 Economic fundamentals encouraging, politically fraught

For 2018 the economic fundamentals look reasonably solid. The IMF in its October report forecasts global growth for 2018 at 3.7%. The report also observes, “…pickups in investment, trade, ...
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Jerusalem, the changing of the world order and the impact for oil

Most analysts see oil stabilising in a range of around $40 to $60 a barrel for 2018. However, most of these assessments were before the announcement to move the US’ Israeli embassy from Tel Aviv...
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Scuppered EU talks adds new risk

When the Democratic Unionist Party (DUP) scuppered Prime Minister Theresa May’s talks with the EU they not only added to the risk of the talks failing, they also added a new risk – The ous...
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North Korea – Investors may be under pricing risk

A Bloomberg article on market response to North Korea’s (DPRK) latest missile test, ‘Why Investors Are Unfazed by North Korea’s Missile Launch’, makes for interesting reading. ...
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German ‘Grand Coalition’ could undermine the ‘Grand Coalition’

It appears that Angela Merkel’s early election threat has had the desired effect of bouncing the Social Democratic Party (SDP) towards forming another ‘Grand Coalition‘ with her party, t...
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