Markets

Why A British Exit From The EU Keeps Nomura’s Top Geopolitical Guru Awake At Night

[credit provider=”Reuters/Sergio Perez” url=”http://pictures.reuters.com/C.aspx?VP3=SearchResult_VPage&VBID=2C04WNV7AOPEV&SMLS=1&RW=1466&RH=813″] Europe’s sovereign debt crisis has for some time now roused euroskepticism in the UK.In his much anticipated January 23, EU speech UK prime minister David Cameron reiterated that he wants to work with the EU. From the speech:
Why A British Exit From The EU Keeps Nomura’s Top Geopolitical Guru Awake At Night
Markets

The Next Two Weeks Are Loaded With Market-Moving Geopolitical Events

[credit provider=”Flickr / Nick Sherman ” url=”http://www.flickr.com/photos/nicksherman/540157227/sizes/m/in/photostream/”] Geopolitics continue to have investors worried.With that in mind here are some important geopolitical events in February you need to watch, from Nomura’s Alastair Newton.
The Next Two Weeks Are Loaded With Market-Moving Geopolitical Events
Markets

NOMURA: Obama Will Win Ohio, And Then He’ll Win The Whole Election

[credit provider=”Chip Somodevilla/Getty Images” url=”http://www.gettyimages.com/detail/news-photo/president-barack-obama-waves-to-visitors-as-he-crosses-the-news-photo/139590492″] Nomura’s senior political analyst Alastair Newton thinks president Obama will win a second term. While Republican presidential candidate Mitt Romney seems to have a narrow lead at the national level, when it comes to battleground states, Obama still has a lead in the RealClearPolitics (RCP) average.
NOMURA: Obama Will Win Ohio, And Then He’ll Win The Whole Election
Markets

Nomura’s Geopolitical Guru Can’t Stop Worrying About These 10 Issues

[credit provider=”headache By Quinn Dombrowski on Flickr” url=”http://www.businessinsider.com.au/on-the-mortgage-settlement-there-is-no-political-solution-to-a-maths-problem-2012-2″] Markets have been quiet for a few weeks now.But various economic and geo-political market moving events are expected to make September much more volatile.
Nomura’s Geopolitical Guru Can’t Stop Worrying About These 10 Issues
Markets

7 Reasons September Is Going To Be A Huge Month For Europe

[credit provider=”Ralph Orlowski/Getty Images” url=”http://www.gettyimages.com/detail/news-photo/the-symbol-of-the-european-common-currency-the-euro-stands-news-photo/127296927″] Ever since European central bank president Mario Draghi said the ECB will “do whatever it takes to preserve the euro”, market expectations have been raised for its meeting tomorrow.Now Alastair Newton, Nomura’s senior political analyst writes that even if the eurozone gets through August, September […]
7 Reasons September Is Going To Be A Huge Month For Europe
Markets

NOMURA: Italy Is Quietly Getting A Whole Lot Worse

[credit provider=”AP Images” url=”http://www.apimages.com/OneUp.aspx?st=k&kw=Italy%20opera%20performance&showact=results&sort=relevance&intv=None&sh=10&kwstyle=and&adte=1341590777&pagez=60&cfasstyle=AND&rids=74cb181abde3da11af9f0014c2589dfb&dbm=PY2000&page=1&xslt=1&mediatype=Photo”] Italy is headed for a deeper and longer recession than was previously expected, writes Nomura’s senior political analyst Alastair Newton.  And the headwinds facing Italy are now bigger than they were three months ago.Italian prime minister Mario Monti is losing popularity, and domestic politics continue to […]
NOMURA: Italy Is Quietly Getting A Whole Lot Worse
Markets

Nomura’s Geopolitical Guru Gives Two Big Reasons Oil Could Shoot Back Up

[credit provider=”AP Images” url=”http://www.apimages.com/OneUp.aspx?st=k&kw=Iran%20oil&showact=results&sort=date&intv=None&sh=10&kwstyle=and&adte=1341246911&pagez=60&cfasstyle=AND&rids=95771de2641944158512aaf3c464ca06&dbm=PThirtyDay&page=1&xslt=1&mediatype=Photo”] Brent prices have fallen in the past three months as market concerns about geopolitical risk around Iran have been easing.This has largely been because Iran has returned to the P5+1 (the five permanent members of the UN Security Council and Germany) negotiating table to engage in […]
Nomura’s Geopolitical Guru Gives Two Big Reasons Oil Could Shoot Back Up
Markets

Forget Europe: Here Are 14 Countries That Could Rattle The Global Financial Markets This Year

[credit provider=”RR580 via YouTube” url=”http://www.youtube.com/watch?v=81qweiWqyTU”] Financial markets have largely been focused on Europe’s debt crisis, the looming fiscal cliff in the U.S., and the deceleration of the Chinese economy.But there are at least 14 other global geo-political risks that investors need to watch for, according to Nomura’s senior political analyst, […]
Forget Europe: Here Are 14 Countries That Could Rattle The Global Financial Markets This Year
Markets

The 2 Big Threats To Angela Merkel’s Game Plan And Eurozone Stability

[credit provider=”Sean Gallup/Getty Images” url=”http://www.gettyimages.com/detail/news-photo/german-chancellor-angela-merkel-awaits-the-arrival-of-heads-news-photo/145449139″] Germany’s highest court asked the nation’s president Joachim Gauck to delay ratification of the yet to be created permanent bailout fund (the ESM) for at least three weeks.Gauck has agreed to the delay despite support from all four of the main parties.
The 2 Big Threats To Angela Merkel’s Game Plan And Eurozone Stability
Markets

What The French Elections Mean For Europe

[credit provider=”Sean Gallup/Getty Images” url=”http://www.gettyimages.com/detail/news-photo/german-chancellor-angela-merkel-and-french-president-news-photo/144534622″] The Socialist win at France’s June 17 election was an endorsement by the French electorate of President Francois Hollande’s ‘tax and spend’ domestic policies and his pursuit of  pro-growth policies. The other thing Hollande and his Parti Socialiste (PS) have going for them, is that PS […]
What The French Elections Mean For Europe
Markets

There’s Another Crucial European Election This Weekend That You Should Be Watching

[credit provider=”AP Images” url=”http://www.apimages.com/OneUp.aspx?st=k&kw=francois%20hollande&showact=results&sort=creationdatelower%3Areversealphabetical&intv=None&sh=10&kwstyle=and&adte=1334842607&pagez=60&cfasstyle=AND&rids=3402271ff4384d61b37fdceac9a7d373&dbm=PThirtyDay&page=1&xslt=1&mediatype=Photo”] While attention is focused on the Greek election this weekend, Nomura’s senior political analyst Alastair Newton says the outcome of the final round of France’s legislative elections is also important for eurozone prospects.Since socialist Francois Hollande was elected president of France he has tried to secure […]
There’s Another Crucial European Election This Weekend That You Should Be Watching
Markets

NOMURA: 6 Crucial Things To Watch During Europe’s ‘Summer Of Discontent’

[credit provider=”Wikimedia Commons” url=”http://en.wikipedia.org/wiki/File:Hogarth,_William_-_David_Garrick_as_Richard_III_-_1745.jpg”] This week marks the second anniversary of the establishment of the EFSF, which was proclaimed to be the solution to the Greek/eurozone crisis at the time but uncertainty over the future of the monetary union is far from finished.In his latest report, Nomura’s Alastair Newton says […]
NOMURA: 6 Crucial Things To Watch During Europe’s ‘Summer Of Discontent’
Markets

NOMURA: Mark Your Calendars For These Crucial Upcoming Geopolitical Events

[credit provider=”AP Images” url=”http://www.apimages.com/OneUp.aspx?st=k&kw=algeria%20flag&showact=results&sort=relevance&intv=None&sh=10&kwstyle=and&adte=1335883962&pagez=60&cfasstyle=AND&rids=11d63c323d314af99aaaa29277ff5606&dbm=PY2010&page=1&xslt=1&mediatype=Photo”] At a time when oil prices are being driven up by geo-political risks in Iran, Europe’s debt crisis is being increasingly impacted by politics in the region, and when the world is looking at over 40 elections in a year, political events have become crucial to […]
NOMURA: Mark Your Calendars For These Crucial Upcoming Geopolitical Events
Markets

GEOPOLITICAL GURU: Ignore The Doomsayers, The Euro Is Here To Stay

[credit provider=”Bloomberg TV” url=”http://www.bloomberg.com/tv/”] Spain has become front-and-centre in Europe’s 2-year debt crisis, and Spanish 10-year bonds are again hovering close to 6 per cent.Nomura’s senior political analyst was on Bloomberg TV talking about Europe’s sovereign debt crisis. He said “the mantra in the markets” has always been that Spain […]
GEOPOLITICAL GURU: Ignore The Doomsayers, The Euro Is Here To Stay
Markets

NOMURA: 8 Issues That Should Keep You Up At Night

[credit provider=”chewie821 vit YouTube” url=”http://www.youtube.com/watch?v=NTQDgQW8s5E&feature=related”] Spanish and Italian bond yields are jumping higher, reminding everyone that Europe’s debt crisis is far from resolved.Nomura’s senior political analyst Alastair Newton says the eurozone crisis is only “at the end of the beginning”.
NOMURA: 8 Issues That Should Keep You Up At Night
Markets

Meet The 13 Mysterious Politicians Rapidly Rising To Power In China

[credit provider=”Mamta Badkar / Business Insider”] Bo Xilai’s dismissal a few weeks ago took away the face of China’s Chongquing model of socioeconomic development.And in a year of political transition, his replacement by Zhang Dejiang, a former Guangdong party secretary is not insignificant. 
Meet The 13 Mysterious Politicians Rapidly Rising To Power In China
Markets

A Tiny Regional Election Could Be A Big Problem For Spain, And Therefore All Of Europe

[credit provider=”AP Images” url=”http://www.apimages.com/OneUp.aspx?st=k&kw=spain%20elections&showact=results&sort=date&intv=3d&sh=10&kwstyle=and&adte=1332765499&pagez=60&cfasstyle=AND&rids=72cf30258c064a8a84f5e90e54d931fa&dbm=PThirtyDay&page=1&xslt=1&mediatype=Photo”] Spain’s ruling People’s Party failed to secure a majority in Andalusia’s regional elections on Sunday. In his latest note, Nomura’s senior political analyst Alastair Newton said this would be a significant setback to efforts to bring in Spain’s deficit. Constitutional autonomy in many of these regions makes […]
A Tiny Regional Election Could Be A Big Problem For Spain, And Therefore All Of Europe