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
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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
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EVENT WATCH
GPL || Global Policy Link
Luncheon
His Excellency Eerik Marmei
Ambassador of Estonia to the United States
November 17 || gpl.global/events
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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
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Global Risk | Global Policy | Global Government Affairs
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