Category Archives: Geopolitical

The New Normal: Resource Poaching

Posted on February 5, 2012 by macromon

Guess we should get used to it. (click here if video is not observable)

Posted in China, Crude Oil, Geopolitical, Japan | Tagged , , , | 1 Comment

Sign of the Times: Occupy DC “Dismantled”

Posted on February 5, 2012 by macromon

National Park Service police began slowly dismantling the Occupy DC encampment at McPherson Square on K Street early Saturday morning. Over the course of several hours, cops asked protesters to leave while authorities in hazmat suits combed the park and … Continue reading →

Posted in Geopolitical, Politics | Tagged , | 1 Comment

Sign of the Times

Posted on February 1, 2012 by macromon

(click here if video is not observable)

Posted in Demographics, Egypt, Geopolitical | Tagged , | Leave a comment

EU approves new sanctions on Iran

Posted on January 23, 2012 by macromon

How long before the Arab Persian Spring comes to Tehran? (click here if video is not observable)

Posted in Black Swan Watch, Crude Oil, Geopolitical | Tagged , , | Leave a comment

Charlie Rose: Ian Bremmer on Volatility Drivers

Posted on January 10, 2012 by macromon

Ian Bremmer of the Eurasia Group on their latest report and the top risks that will drive volatility in 2012. Click here for full interview.                        (click here if picture is not observable)

Posted in Geopolitical, Interviews, Uncategorized | Tagged , , , | 3 Comments

Sources of U.S. Crude Oil Imports

Posted on January 3, 2012 by macromon

Here’s the follow up to last night’s post we promised. (click here if table is not observable)

Posted in Crude Oil, Geopolitical | Tagged , | 1 Comment

How Germany Sees the ECB’s “Bid of Last Resort”…

Posted on November 9, 2011 by macromon

Interesting graphic from Der Spiegel.   Note the title, “An Endless Bond Buy?,”  which speaks volumes on the German position of ECB monetization.   Is a new Europe about to erupt onto the scene? (click here if chart is not observable)

Posted in Black Swan Watch, Geopolitical, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , | Leave a comment

Mr. (Bond) Market Prepares to Take Down Silvio

Posted on November 7, 2011 by macromon

Remember the 1997 Asian Financial Crisis?   The bond and currency markets took down Indonesia’s Suharto regime, which survived three decades of student protests, attempted coups, and external pressure.   What tanks couldn’t do, markets did. With G-Pap now gone Club Med … Continue reading →

Posted in Black Swan Watch, Bonds, Euro, Geopolitical, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , , | 2 Comments

Is Iran About to Get Hot?

Posted on November 5, 2011 by macromon

Here is something brewing off radar.  We’re wondering if this is a factor as to why crude is bid and gold is coming back?    Debka wrote last week, The inference was clear: The Israeli Air Force was strengthening its cooperation … Continue reading →

Posted in Black Swan Watch, Crude Oil, Geopolitical, Gold | Tagged , , | 6 Comments

Fareed: Niall Ferguson and Jeff Sachs Square Off on OWS

Posted on November 1, 2011 by macromon

Nice rumble between Sachs and Ferguson.  Well worth your time. (click here if video is not observable)

Posted in Black Swan Watch, Economics, Employment, Geopolitical, Policy, Politics, Video, Whales | Tagged , , , | 2 Comments