SOM Commentary May 24, 2021 Biden Part 2 and New Trades Economics, Investment Strategies, US Biden Alan Brazil SOM-Biden-Corproate-Tax…Part-2-final.p ... Read More...
State Of the Markets May 7, 2021 Implications Of Biden’s Corporate Tax Plan — Part 1 Economics, Investment Strategies, Macro, US Tax policy, Biden Alan Brazil SOM-Implications-Of-Bidens-Corporate-Ta ... Read More...
April 7, 2021 LARRY SUMMERS – FISCAL POLICY ADVICE FOR JOE BIDEN AND CONGRESS Economics, US Brookings, Biden, Fiscal Policy Full transcript THE BROOKINGS INSTITUTION WEBINAR FISCAL POLICY ADVICE FOR JOE BIDEN AND CONGRESS Washington, D.C. Tuesday, December 1, 2020 Larry Summers Let me make a few points. First, with respect to the global savings glut, Lucas... Read More...
Latam January 14, 2021 CUBA/VENEZUELA: What lies ahead under a Biden presidency Cuba, Emerging Markets, Politics, Venezuela Biden Nicholas Watson Cuba and Venezuela rank among the more difficult challenges facing incoming US President Joe Biden in Latin America. US domestic political factors go some way to explaining why policy shifts are most likely to be incremental. There is greater scope for... Read More...
January 6, 2021 The Biden Agenda Unleashed Economics, Global, Macro, US fiscal, Biden, editorial Alan Brazil Read More...
MENA November 16, 2020 MIDDLE EAST: Biden will not turn on US partners in the region Middle East, Politics Biden, editorial Jon B. Alterman Biden will remain fundamentally sympathetic to Israel, building on his long record as a friend. Saudi Arabia will need to show value to new administration while quietly hedging against a more distant relationship. UAE will hone its image as a prominent... Read More...
Asia November 12, 2020 ASIA: Biden reassures Asian allies while stressing new areas for cooperation Japan, Politics Biden, editorial Tobias Harris US President-elect Joe Biden had his initial calls with Australian Prime Minister Scott Morrison, Japanese Prime Minister Yoshihide Suga, and South Korean President Moon Jae-in on the evening of Wednesday, 11 November. However brief, these preliminary calls nevertheless reveal... Read More...
Europe October 16, 2020 CEE: Implications of a Potential Biden Presidency Central and Eastern Europe (CEE), Politics Biden, US Elections Andrius Tursa A potential victory by Joe Biden in the 3 November US presidential election would likely increase tensions between the White House and the Kremlin and raise the probability of new sanctions on Russia. While the US will remain a... Read More...
Biden Part 2 and New Trades