The last 30 plus days have seen a dramatic unfolding of events involving Russia. The combination of rising political tensions, new U.S. sanctions and another chemical weapons attack in Syria have put investors on edge. The conundrum facing investors is whether this new Syria crisis will quickly fade or linger given other cumulative effects.
Over the course of 2017, we integrated big data analytics into Northwest Passage Capital Advisors’ tracking of global events. As part of our firm’s ongoing “Boots in the Cloud” research initiative, we are actively leveraging the vast data potential of the Global Database of Events, Language, and Tone (“GDELT’’) to gain a fuller and better-informed perspective on world events impacting emerging markets.
The recent triggering Article 50 renews speculation over Brexit. Application of basic game theory sheds light on some potential outcomes.
Application of simple game theory offers unique insights on potential US and Mexican bargaining strategies for the upcoming NAFTA negotiations.
The populist surprises of Brexit and the US election, have heightened risk anxiety for national elections across Europe in 2017.
While mobilizing voters, implementing protectionist rhetoric is a tricky proposition as disentangling from global trade is easier said than done.
What does the recent rise in populist parties, especially those on the far-right, potentially mean politically and for global trade?
Examines the level of concern regarding the state of US-Philippines relations after newly elected President Rodrigo Duterte’s recent anti-US tirades.
Trump’s anti-Mexico proposals, like terminating North American Free Trade Agreement (NAFTA) require extraordinary action, making it unlikely they will transpire.
After decades of conflict what might the peace deal between the government and FARC mean for Colombia’s economy going forward?