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Global Macro Scoreboard and Asset Heatmap: April 16, 2018


U.S.-led strikes against Syrian government chemical weapons facilities drove global concern over oil markets and escalating conflict in the Middle East.

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MarketsU.S. and Canada

This Means (Trade) War

Online observers appear to perceive the Trump Administration's tariffs on steel and aluminum as a new phase of protectionism.


The Trump Administration's decision to impose tariffs on steel and aluminum drove global online interest in protectionism last week. The White House has threatened protectionist ac...

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Global Macro Scoreboard: March 4, 2018

With Italy's anti-establishment parties surging in polls ahead of today's election, global internet users paid increased attention to the country's still recuperating financial system -- perhaps reflecting concern that a eurosceptic government could imperil EU-led bank bailouts.


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Will the SPD Youth Overthrow the GroKo?

Signals suggest the German young socialists' push to block Angela Merkel's grand coalition is falling flat.


In Germany, the SPD's 464,000 party members are voting by postal ballot on whether to approve a four-year “grand coalition” (nicknamed the "GroKo") with Angela Merkel's CDU. The re...

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Global Macro Scoreboard: February 25, 2018

Venezuela's release of a national cryptocurrency, Special Counsel Robert Mueller's indictment of meddling Russians, and rising acrimony between Iran and Saudi Arabia all grabbed a greater share of the internet's attention last week.


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Global Macro Scoreboard: February 18, 2018

Last week, the internet turned its attention toward Jacob Zuma's resignation, reports of rising U.S. healthcare costs, and the Iran-Saudi power struggle.


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Global Macro Scoreboard: February 11, 2018

Last week, global online audiences turned their attention toward Brexit and the U.S. stock market, after volatility returned with a vengeance. Not coincidentally, interest surged in central banks, including the Bank of Japan, U.S. Fed, and the European Central Bank.


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Signals Point To Big Downward Move in USDJPY

Though the Bank of Japan has affirmed it will maintain ultra-loose monetary policy, our FX signals suggest that a sudden appreciation in the yen against the dollar is on the horizon.


Predata signals related to the Bank of Japan suggest that a big, unexpected gain in the yen against the dollar may be forthcoming, as market expectations about the future of BOJ qu...

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Navalny Who? The Russian Opposition Broadens

Russians are paying greater attention to economic and political grievances rather than specific opposition figures.


Last week, principal Vladimir Putin critic Alexei Navalny led nationwide protests to call for a boycott of the March 18 presidential election. For Putin, the vote is a fait accompl...

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PoliticsLatin America

The Unlikely Persistence of Lula and Pension Reform

Despite a corruption sentence, Brazil's leading presidential candidate says he's not done yet. And will this be the month long-anticipated pension reform passes Congress?


Investors breathed a sigh of relief two weeks ago when an appeals court upheld a corruption conviction against Luiz Inácio Lula da Silva, technically barring the former president f...

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Global Macro Scoreboard: February 4, 2018

Last week, attention to the Russian opposition movement surged, as anti-government protests raged ahead of the March 18 presidential election. Meanwhile, global interest in U.S.-China trade and Brazil's pre-presidential campaign saga continued to rise.


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