Category Archives: Geopolitical

China’s Collasping Demographic and the End of Chimerica

Posted on March 23, 2011 by macromon

…by far the most massive falloff in young manpower is set to take place in China. Over the next 20 years, by the Census Bureau‘s projections, this key working age group will be falling in China by fully 100 million … Continue reading →

Posted in China, Demographics, Economics, Geopolitical | Tagged , , , | 4 Comments

Godspeed, Japan

Posted on March 11, 2011 by macromon

(click here if table and video are not observable)

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

Euro Fracture: A “Tea Party” Revolt?

Posted on March 9, 2011 by macromon

Much has been written about the growing anger and political strife within the highly indebted European periphery.   The FT reports today about the growing anger and resentment in the countries financing the bailouts, Even among Brussels’ tightly-knit cadre of … Continue reading →

Posted in Euro, Fiscal Policy, Geopolitical, Monetary Policy, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , | 3 Comments

Top 5 Issues That Keep Risk Managers Up At Night

Posted on March 5, 2011 by macromon

Great graphic from the WSJ on the emerging risks that keep risk managers up at night. The results are interesting, Fourteen percent of the 141 respondents to the survey of corporate risk managers and actuaries by the Society of Actuaries, … Continue reading →

Posted in Charts, China, Crude Oil, Geopolitical | Tagged , , , , | Leave a comment

Joseph Nye on Charlie Rose

Posted on March 1, 2011 by macromon

Excellent Charlie Rose interview with Joseph Nye, who talks about his new book, The Future of Power,  covering subjects such as the global power shift, technological change and the diffusion of power away from centralized governments,  China,  Egypt, and much … Continue reading →

Posted in Egypt, Geopolitical, Policy, Politics, Video | Tagged , | Leave a comment

Saudi stocks flop, gold rocks as US weighs action in Libya

Posted on March 1, 2011 by macromon

Debka reports the U.S. naval and air fleet is repositioning around Libya for potential “hit-and-run” raids to cripple Qadaffi’s air capability.  This isn’t new news, but we’re wondering out loud if the Saudis have been consulted and are on board. … Continue reading →

Posted in Black Swan Watch, Commodities, Crude Oil, Geopolitical, Global Stock Performance, Gold, Politics | Tagged , , , , , , | 1 Comment

Chart of the Day: Destination of Libya’s Oil Exports

Posted on February 24, 2011 by macromon

(click here if chart is not observable)

Posted in Crude Oil, Energy, Geopolitical, Uncategorized | Tagged , , | 2 Comments

S&P500 Best Start Since 1997, Digestion/Correction to End Q1?

Posted on February 22, 2011 by macromon

The S&P 500 is off to its best start of the year since 1997 and ranks 11th with respect to the highest return for the first 34 days of trading in all years from 1950-2011.  This is, surprisingly, only the … Continue reading →

Posted in Equities, Geopolitical | Tagged , , | 3 Comments

US warships box in Iranian flotilla – Debka

Posted on February 21, 2011 by macromon

Seems like all hell is breaking lose in the Middle East.  Debka is reporting, …Iranian warships found themselves cheek to jowl with a major concentration of America naval might piling up in the Red Sea and Suez and were not … Continue reading →

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

Quote of the Day

Posted on February 21, 2011 by macromon

Any people anywhere, being inclined and having the power, have the right to rise up, and shake off the existing government, and form a new one that suits them better. This is a most valuable – a most sacred right … Continue reading →

Posted in Egypt, Geopolitical, Quote of the Day | Tagged | 1 Comment