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Archive for the Ukraine Economy Category

Fareed Zakaria GPS – CNN 09-27-15

Salient to Investors: Fareed Zakaria said the Syrian civil war will not end any time soon. Bill Clinton said: Without a nuclear agreement with Iran 1 to 4 other states would get nuclear power in the Middle East. 10 years is a long time: from 1979-1989, the Berlin wall fell, the

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Fareed Zakaria GPS – CNN 09-13-15

Salient to Investors: Fareed Zakaria said: China’s economy is nearly 2.5 times that of Japan so even if growth slows substantially, China will continue to have seismic effects on the global economy. Henry Kissinger said Republican candidate China-bashing is dangerous and could create an atmosphere a la Europe before WW

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A Time Bomb Wrapped in a Ukrainian Peace Deal – BloombergView 02-12-15

Salient to Investors: Leonid Bershidsky writes: The cease-fire deal is as close to a deal on Putin’s terms as decency allows and too contradictory to work long-term. However, even if the truce fails, it is clear there is a strong will to look for a lasting solution. Ukraine is unlikely to

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Fareed Zakaria GPS – CNN 02-08-15

Salient to Investors: Fareed Zakaria said: ISIS’ strategy is to draw the US into a ground battle in Syria, and hope that a protracted war would sap US strength. David Fromkin wrote that terrorism cannot always be prevented but can always be defeated. India has 97 billionaires – third most in the

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Fareed Zakaria GPS – CNN 09-07-14

Salient to Investors: Fareed Zakaria said: Islamic terror is not the isolated behavior of a handful of nihilists but a broader culture that has been complicit in it or at least unwilling to combat it. Zawahiri’s effort to recruit Indian Muslims will fail. The Arab world produces fanaticism and jihad

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Fareed Zakaria GPS – CNN 08-31-14

Salient to Investors: Fareed Zakaria said: Defeating ISIS would require a large and sustained strategic effort from the US but without significant numbers of US ground troops. ISIS videos of executions are designed to sow terror in the minds of opponents who when facing ISIS fighters now reportedly flee rather

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O’Neill Says Emerging-Market Selloff Creates Buying Opportunity – Bloomberg 02-04-14

Salient to Investors: Jim O’Neill said: We are closer to a buying opportunity in emerging-market stocks than to joining in the panic. While some places in the emerging world have real problems, to herald an emerging-market crisis is ridiculous. Ukraine, Thailand, Argentina and Turkey have some serious issues. The Fed decision

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Slump-Watchers Dump Yield Curve for 1970s Tool: Cutting Research – Bloomberg 11-26-13

Salient to Investors: Ellen Zentner at Morgan Stanley said: The Fed’s near-zero interest rate and QE is holding down US bond rates, meaning the US Treasury yield curve would struggle to invert, crimping its effectiveness as an indicator of business cycles. Yield curve inversion signals investors are betting on weaker

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What’s Good for U.S.-China-Japan Hurts Emerging Markets – Bloomberg 07-09-13

Salient to Investors: Fed tapering, China’s credit squeeze, and Japan’s reflation ultimately prime the three biggest economies for less volatile and longer-lasting expansions, but near-term, emerging markets, commodity producers, and economies that need cheap cash or weaker currencies, including the euro area, could suffer. Stephen Jen at SLJ Macro Partners said that

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