In The Australian Financial Review I return to a thesis I championed years ago---escalating geopolitical volatility as the once dominant global hegemon, America, grapples with China, its first non-democratic rival since the Soviet Union with secular uncertainty amplified by the asymmetric power afforded by the advent of cyber as the... Show More
In the aftermath of the US presidential election Donald Trump’s victory is continuously being called “shocking”. The reality is that the result was not a shock at all. The graphic from Real Clear Politics below is their final prediction of where the states would land, published on the day before... Show More
It was a quiet week this week as Victorians enjoyed the Spring Racing Carnival. Next week promises to be anything but quiet with the much anticipated US presidential election. This time next week we'll be talking about either President-elect Trump or President-elect Clinton... A scary thought. In the meantime, Shane... Show More
The last minute re-opening of investigations by the FBI into the affairs of Hillary Clinton as regards her private email servers was unquestionably the key event that has swung the polls and driven gold’s turnaround in recent days. Yet both candidates support policies that would drive higher gold prices through... Show More
The election is less than three weeks away and it looks increasingly likely we're going to see another Clinton in the White House - see the chart from Nate Silver's FiveThirtyEight.com. For those not familiar, Nate Silver called 100% of states correctly in 2008 and 49 out of 50 in... Show More
How will the US presidential contest between Hillary Clinton and Donald Trump shape Q416? Steen Jakobsen, chief economist at Saxo Bank, explains his view on what awaits us. Speaking from New York, he says that it is clear that the US is in a state of emergency outside its major... Show More
