Germany

A Trump Doctrine - "America First"

The opportunity is at hand for Trump to reconfigure U.S. foreign policy to the world we now inhabit, and to the vital interests of the United States. The ideal time for such a declaration, a Trump Doctrine, is when the president-elect presents his secretaries of state and defense.

China Ridicules Obama's Last Foreign Tour: "Washington's Leadership In Global Affairs Has Decayed"

"The victory of Trump, who swore to "make America great again" and has been supported by nationalists and skeptics of globalization, reflects an increasing trend of isolation in U.S. society...  Against such a backdrop, Obama's conciliatory overseas trip is doomed to be fruitless, and will only intensify the strategic uncertainty of the U.S. allies, instead of reassuring them."

Trump And International Security

Since Donald Trump's election, media-fuelled panic has engulfed Europe, including over defence and security. We are told that World War III is imminent, that Trump will jump into bed with Putin and pull the US out of NATO. In fact, it is the EU, not Donald Trump, that threatens to undermine NATO and the security of the West. In recent days, European Commission President Jean-Claude Juncker, his foreign policy chief, and the German Defence have suggested that Trump's election should give greater impetus to a European defence force.

Stay Alert, America: The Worst Is Yet To Come

Each cut, each attempt to undermine our freedoms, each loss of some critical right - to think freely, to assemble, to speak without fear of being shamed or censored, to raise our children as we see fit, to eat what we want and love who we want, to live as we want - they add up to an immeasurable failure on the part of each and every one of us to stop the descent down that slippery slope. It’s taken us 200 short years to destroy the freedoms our founders worked so hard to secure, and it’s happened with barely a whimper of protest from “we the people.”

Correcting Some Misconceptions About A New Secular Bull Market

...the reality is that the current underlying demographic trends, economic realities, and market fundamentals do not provide the base to support current price levels much less the entrance into a secular bull market akin to that of the 80’s and 90’s.

Eirexit Coming Up!?

Irish bureaucrats may bury their heads and ignore those questions, but the average guy on the streets of Ireland will easily spot the answers. Eirexit is just a matter of time.

"A Barrage Of Fed Speakers": The Key Events In The Coming Very Busy Week

As markets continue to digest the implications of the US election outcome, there is a host of data and Central Bank communication adding to the running narrative with Fed speakers appearing on every single day of the week. In addition to barrage of daily Fed speakers, including Chair Yellen, we get US inflation data, retail sales, housing data, empire manufacturing, industrial production and the Philly Fed.

Markets In Turmoil: Global Bond Bloodbath, Currency Rout Accelerates As Stocks Erase Early Gains

Monday started off where Friday left off, with the dollar surge continuing, pushing the DXY above 100 for the first time since December, global bond yields soaring, emerging market currencies tumbling, and the Yuan slammed below 6.85 for the first time. However, where Monday is different is that while European stocks and US index futures started off far higher, E-minis have now faded the entire overnight rally and are now red for the session, on concerns that the spike in yields will cap any more stock upside.

'Italeave' Looms As Italian Crisis Indicator Spikes To Record High After Trump Win

"The US election will help all those who have not had the courage to come out and say 'I will vote No'," proclaimed one of Italian PM Renzi's opponents as The FT reports the centre-left prime minister’s referendum on change is threatened by the global populist wave. Even before the US election, he faced a struggle to secure victory in the referendum, with most polls tilting in favor of voting 'No', albeit with many undecided voters, but opponents claim "many undecided voters in the polling booth will say ‘No No No’, just like Trump voters."