The German ‘Grand Coalition’ – Dates for the diary
03.01.18
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...
2018 Economic fundamentals encouraging, politically fraught
27.12.17
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, ...
Jerusalem, the changing of the world order and the impact for oil
08.12.17
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...
Scuppered EU talks adds new risk
06.12.17
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...
North Korea – Investors may be under pricing risk
30.11.17
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. ...
German ‘Grand Coalition’ could undermine the ‘Grand Coalition’
30.11.17
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...
