Category Archives: Geopolitical

Egypt nears military coup. US warships in Suez Canal – Debka

Posted on February 8, 2011 by macromon

Debka reports, A fresh surge of popular anti-Mubarak protest ripping across Egypt Tuesday, Feb. 8 has brought the country closer to a military coup to stem the anarchy than at any time since the street caught fire on Jan. 25. … Continue reading →

Posted in Egypt, Geopolitical, Uncategorized | Tagged , | 1 Comment

Germany Rising – Keine Gehäuse Bubble

Posted on February 7, 2011 by macromon

The latest Economist reports the Germans are the most optimistic they have been since 2000 and business confidence is at its highest level  since the Ifo institute began tracking it 20 years ago.    The Economist writes, What’s Germany’s secret? … Continue reading →

Posted in Economics, Euro, Geopolitical, Sovereign Debt, Sovereign Risk | Tagged , , | 2 Comments

Peru’s Meltdown

Posted on February 7, 2011 by macromon

A  good friend from the hedge fund community and one of the best economists to have ever worked in the financial markets, and who also happens to be from Peru sent over a piece on the Andean glacier melt from … Continue reading →

Posted in Clean Tech, Commodities, Economics, Food Prices, Geopolitical, Policy, Politics | Tagged , , | Leave a comment

Mubarak Hired Rural Poor to Attack Opposition – Der Spiegel

Posted on February 4, 2011 by macromon

This is stunning yet not surprising.  The German newspaper Der Spiegel reports, In exchange for the equivalent of a few euros, poor seasonal workers have taken part in street fighting in Cairo on the side of Egyptian President Hosni Mubarak. The thugs, who … Continue reading →

Posted in Egypt, Geopolitical | Tagged , | 1 Comment

Au revoir, Hosni?

Posted on February 4, 2011 by macromon

The crude and gold market are certainly trading as if Mubarak will be out before the weekend is over.  We heard an oil trader say that if democracy breaks out in Egypt, i.e., Mubarak is forced out, it would be … Continue reading →

Posted in Crude Oil, Egypt, Geopolitical, Video | Tagged , , | Leave a comment

Middle East Social Indicators

Posted on February 3, 2011 by macromon

The BBC has a pretty good piece looking at Middle East countries where the unrest in Egypt could potentially spread.  We’ll let you link to the story, but we  found some data from article interesting and after tweaking and adding … Continue reading →

Posted in Black Swan Watch, Egypt, Geopolitical, Politics | Tagged , , | Leave a comment

Will the Egyptian Army Remove Mubarak?

Posted on February 3, 2011 by macromon

During the recent events the Global Macro Monitor, along with most of the rest of the world, has been impressed by the discipline of the the Egyptian army and their unwillingness to use force against their own people.  This reminds … Continue reading →

Posted in Egypt, Geopolitical | Tagged | 2 Comments

The Crude Top 15

Posted on February 2, 2011 by macromon

The following “Top 15 tables” from the E.I.A. provide a comprehensive geopolitical perspective of the crude oil market.  You can see who is benefiting and who is taking pain from the increase in crude oil prices.   The data are from … Continue reading →

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

China blocks the word “Egypt” on Twitter-like sites

Posted on January 30, 2011 by macromon

This is one reason why we believe the Renminbi will never be a serious contender as a reserve currency.   Full liberalization of the capital account results in a loss of independence and control and it’s hard to see the … Continue reading →

Posted in China, Currency, Egypt, Geopolitical | Tagged , | 1 Comment

Elbaradei urges Mubarak to step down

Posted on January 30, 2011 by macromon

The Egyptian Revolt now has a face, Mohamed Mustafa ElBarade, former Director General of the International Atomic Energy Agency (IAEA) and winner of the 2005 Nobel Peace Prize.    This would be a very positive development if he becomes the … Continue reading →

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