We are now in the midst of the EU elections, which started today with the UK and the Netherlands, however, we will not know the results from all EU member states until Sunday evening. We are anticipating a rise in populism across the EU, thus sending many Euroskeptics to the EU parliament. If this occurs, then we can imagine that the EU may very well begin to disintegrate, as individual countries want to re-take their sovereignty. Even if it’s not a disintegration, if populists make sizeable gains to EU parliament, we can expect several structural changes. We also discuss the do nothing government in the US – what if anything will be accomplished domestically prior to the 2020 Presidential election?
Ep. 14B - The Global Economy: The Numbers Ain't Good
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As we make our way through February, more and more economic data is showing that there is truth to a slowing global economy. The question remains: how serious and for how long? While we don’t have a crystal ball, we do have common sense and the picture isn’t pretty.
Going across the pond we want to take a look at the current state of the Brexit negotiations, or lack thereof. We also take a look at rising populism the world over with a focus on the French Yellow Vests and their discontent with French and EU bureaucrats.
Ep. 10B - Market Risks for 2019 + A Stock Market in Oz
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We continue our discussion on some of the largest risks facing the global markets in 2019. In what can only be described as a market in Oz, the US markets continued their ascent despite recently released data that points to a not-so-rosy picture ahead.
A look at a list of 30 market risks from Deutsche Bank and how likely they are and how they’ll play out over 2019. Will these global risks come true or is it all just a bunch of noise? Trade deadline is 1 March 2019: no, wait a minute, it might get a 60-day extension, unbelievable (not really) – stay tuned!
