Category Archives: Geopolitical

Europe’s New “Iron Curtain”

Posted on July 9, 2012 by macromon

Today’s must read Reuters piece raises the spectre of a Europe “fragmenting faster than policymakers can repair it.”   Paul Taylor, the author, warns The leaders agreed that the euro zone’s permanent bailout fund, the 500 billion euro ($620 billion) … Continue reading →

Posted in Black Swan Watch, Euro, Eurozone Sovereign Spreads, Geopolitical, Germany, Sovereign Debt, Sovereign Risk | Tagged , , | Leave a comment

Stratfor: China’s Massive Port Expansion

Posted on June 30, 2012 by macromon

(click here if video is not observable)

Posted in China, Geopolitical | Tagged , | Leave a comment

Stratfor: The International Shale Gas Industry

Posted on April 12, 2012 by macromon

As natural gas prices hit record lows in the U.S.,  Stratfor provides an excellent overview on the current state of the shale gas industry and its future. Natural gas prices have now plunged so low there isn’t a significant player … Continue reading →

Posted in Commodities, Crude Oil, Geopolitical | Tagged , , , , | Leave a comment

Stratfor: Mexico’s Presidential Election

Posted on April 1, 2012 by macromon

(click here if video is not observable)

Posted in Geopolitical, Politics | Tagged , | Leave a comment

What the ‘frack is ‘fracking’? – GPS

Posted on March 31, 2012 by macromon

Good stuff from Fareed Zakaria’s GPS blog.  He argues that the rise of “shale gas is shaping up to be the biggest shift in energy in generations”  and, More important, the United States has become the world’s low-cost producer of … Continue reading →

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

Building the New World Order: BRIC By BRICS

Posted on March 31, 2012 by macromon

(click here if video is not observable)

Posted in BRICs, Geopolitical | Tagged , , , , , , | Leave a comment

Game Change: Bakken Shale Production 1985-2010

Posted on March 18, 2012 by macromon

We have this sense that the global economic tectonic plates are shifting before our very eyes.  America, the land of cheap energy and the new efficient production frontier? Here’s Reuters last week, America’s steel industry, for decades a symbol of … Continue reading →

Posted in Black Swan Watch, China, Commodities, Crude Oil, Energy, Fiscal Policy, Geopolitical | Tagged , , | Leave a comment

Political Job Security in Different Countries

Posted on March 5, 2012 by macromon

Nice chart from the Economist.  Here’s their take, How long leaders stay in office in different countries OMAN’s name is thought to derive from a word meaning “a man residing permanently in the homeland”—but “presiding” might be more apt. Since … Continue reading →

Posted in General Interest, Geopolitical, Politics | Tagged , , | Leave a comment

Euro Fracture: Greeks Urged to Boycott German Products

Posted on February 21, 2012 by macromon

Keep this on your radar.   Ugly politics heighten deal risk. (click here if video is not observable)

Posted in Black Swan Watch, Euro, Geopolitical, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , | 1 Comment

Stratfor: Why is Tibet Important to China?

Posted on February 20, 2012 by macromon

Good stuff from Stratfor. (click here if video is not observable)

Posted in Black Swan Watch, China, Geopolitical | Tagged , | 3 Comments