Category Archives: Geopolitical

Stratfor: Robert D. Kaplan on the Rise of Asia

Posted on December 16, 2012 by macromon

Given today’s landslide election in Japan, which returned Shinzo Abe back to power, we leave you with some great analysis by Stratfor’s Robert Kaplan. I think we have been too long taking Asia’s stability for granted…I can see signs of … Continue reading →

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The Massive Move in Won/Yen Cross

Posted on December 16, 2012 by macromon

Add currency wars to Asia’s geopolitical tensions next year as a result of the Abe landslide. The Korean won/yen cross has strengthened a stunning 19.8 percent since June 4th.  That’s a big move in relative prices and competitiveness between the … Continue reading →

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Abe Landslide — Black Swan 2013?

Posted on December 16, 2012 by macromon

Shinzo Abe may put together a government with a super majority in lower house of the Japanese Diet.   Sounds like a mandate to us. Abe has been promoting a massive quantitative easing by the Bank of Japan and public works … Continue reading →

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Stratfor: Saudi Arabia’s Geographic Challenge

Posted on December 10, 2012 by macromon

Stratfor explains how Saudi Arabia’s difficulty in maintaining its territory and the need to export its natural resources will continue to be a challenge. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable)

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The Most Corrupt Governments

Posted on December 5, 2012 by macromon

Transparency International is out with their Corruption Perceptions Index ranking governments on a scale 0 (highly corrupt) to 100 (very clean). The Corruption Perceptions Index scores countries on a scale from 0 (highly corrupt) to 100 (very clean). While no … Continue reading →

Posted in Geopolitical, Policy, Politics | Tagged , , | 2 Comments

Stratfor: Russia’s Massive Demographic Shift

Posted on December 4, 2012 by macromon

Stratfor explains how Russia’s diversifying population coupled with a proportional increase in the post-Soviet era population will pose the greatest challenge to the government. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable)

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Stratfor: Increasing European Fragmentation

Posted on December 3, 2012 by macromon

Stratfor Europe analyst Adriano Bosoni discusses the growing geographic, political and economic divisions within Europe. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable)

Posted in Euro, Geopolitical | Tagged , | 2 Comments

Stratfor: Latin America’s Economic Divide

Posted on November 30, 2012 by macromon

Stratfor Latin America Analyst Karen Hooper examines the regional effects of two Latin American trade blocs, the left-leaning Mercosur and the right-leaning Pacific Alliance. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable)

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Trends in U.S. Energy Trade

Posted on November 29, 2012 by macromon

These charts from the EIA look very promising and illustrate why many are so lathered up over U.S. medium and long-term economic prospects.   Here’s to hoping the politicos don’t screw it up. Click on chart to enlarge and for … Continue reading →

Posted in Energy, Geopolitical | Tagged , , | 1 Comment

Stratfor: Update on the Israeli-Hamas Conflict

Posted on November 21, 2012 by macromon

Here’s the LA Times on the cease-fire, CAIRO — Hamas and Israel agreed to a cease-fire that took effect Wednesday evening following a week of intense diplomacy to stop rocket fire and airstrikes that have pounded the Gaza Strip and … Continue reading →

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