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Markets

Global Macro Scoreboard and Asset Heatmap: April 16, 2018

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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.

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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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PoliticsMarkets

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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PoliticsEurope

Will the SPD Youth Overthrow the GroKo?

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

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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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PoliticsMarkets

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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PoliticsMarkets

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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Markets

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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MarketsAsia

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.

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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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PoliticsSecurityEurope

Navalny Who? The Russian Opposition Broadens

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

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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?

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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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Markets

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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