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Economics North America

Looking ahead on the soaring U.S. defense industry

The U.S. defense industry is performing notably well in 2016, exceeding both the historical trend of the past five years and already upbeat forecasts.

North America Politics

Trump vs Clinton: Economic outlook remains uncertain

With the 2016 US presidential race almost certainly set for a Trump v. Clinton showdown, it is far less clear how their economic policies will play out.

International Politics The Week Ahead

The Week Ahead

Brazil continues impeachment process. Obama speaks at Hannover Messe. Northeast primaries could end GOP and Democratic races. Fed to maintain rates. Chancellor of Exchequer heads back to treasury. All in the Weekly Risk Outlook.

International Politics The Week Ahead

Weekly Risk Outlook

Investors meet to discuss Brazil woes. Chancellor builds case for UK “In” campaign. Primaries in New York remain decisive. Obama meets with GCC nations. ECB announces rates. All in the Weekly Risk Outlook. Latin Finance

North America Politics

The 2016 presidential election and the future of U.S. foreign policy

While the U.S. presidential candidates have some flexibility on the extent of foreign intervention, by and large they all seem to favor obtaining results at the least possible cost. Except for

Finance North America

The 2016 U.S. Presidential Election: Assessing candidates’ tax reform plans

With only months left in the presidential nominating contests for both U.S. political parties, the pool of candidates is down to five. All remaining candidates bring unique tax reform plans to the

North America Politics

US presidential candidates present risky trade policies

There is a clear political risk presented by the significant support for candidates decrying current US trade policy. If the unemployed and underemployed attribute their misfortune to free trade pacts,

North America Politics

The Ides of March primaries and likely nominees

In the wake of the May 15 primaries most pundits hold that the die is cast in favor of Clinton and Trump. This is assessment is a bit rushed since

International Politics The Week Ahead

Weekly Risk Outlook

Super Tuesday 2.0 looms. Argentine Congress ends creditor saga. Chinese Premier delivers press conference. EU, Turkish leaders meet. Colombia may raise rates. All in the Weekly Risk Outlook. Super Tuesday 2.0: Big night for both

Finance Politics The Week Ahead

Weekly Risk Outlook

Governor to add to Brexit debate. Chinese government signals growth may slow. Primaries test Attack-Trump’s success. Syria talks resume. ECB issues rate decision. All in the Weekly Risk Outlook. Bank of England Governor