military

This isn’t a theme post. It is more like the posts I now do on Friday with a bunch of different ideas on important topics. But the underlying theme that interconnects the ideas is a deflationary-style slowdown. First, in Europe, the CPI is…

Sanctions because of the Crimean crisis have had less economic impact than private portfolio preference shifts. However, as Ukraine moves into the EU sphere, further actions against Ukraine could be more far-reaching. China has moved…

As Ukraine prepares to evacuate its military from Crimea, I believe we should look at upside scenarios in Ukraine. Most of my commentary to date has been focused on risk assessment. But the pullout of Ukraine from Crimea is the first major…

Yesterday, I laid out what the annexation of Texas in 1845 might say about Vladimir Putin’s motives in Crimea. My conclusion, however, was that, whatever Putin’s motives, the Texas annexation tells us military confrontation was not to be…

In 1845, the United States annexed the Republic of Texas, a breakaway territory from the Republic of Mexico. This annexation created great hostility between the US and Mexico, leading to the Mexican-American war in 1846. The events are 170…

Recent economic and geopolitical events should be seen through a longer-term strategic lens. During the Cold War, we lived in a bipolar world dominated by the US and its Allies on one side and the Soviets and their vassal states on the…

By Doug French, Contributing Editor, Casey Research Figuring out what’s going on in Ukraine is like following the plot of Tinker Tailor Soldier Spy. Bloomberg reports Viktor Yanukovych’s ouster as “Moscow-backed,” while Al Jazeera calls…

US data have been better European periphery market access continues to improve Dollar weakness may be China-related Gold continues to get safe haven bid China’s slowing more likely to be abrupt Ukraine has become a military issue;…

By WIn Thin and Ilan Solot 1) The annexation of Crimea by Russia represents an important escalation of the crisis 2) China has re-emerged as a concern for markets 3) Turkish political tensions are rising again ahead of March 30 local…

By Marc Chandler There is a common perception that Russia move on Crimea shows its strength. A closer examination suggests it is more complicated that it may seem. Like the bully at the school yard, the aggressiveness conceals weaknesses.…