The Newsletter

  • Xi in DC

    Is China the U.S. new BFF? It might seem that way, or at least that Trump is trying to get closer and closer to China. Trump and Xi Jinping have met 8 times in person, following the conclusion of Xi’s state visit to Washington, D.C.. Both leaders have also confirmed plans to hold two additional…

  • The Greenland deal

    The United States has entered a security agreement with Greenland and Denmark that gives America a bigger say in the Arctic territory’s affairs and expands its military presence in the country. Trump said the deal gives the U.S. permanent control over security, and all other needs, in Greenland. Additionally, according to Trump, from now on,…

  • Advantage Latin America

    The conditions for Latin America to achieve a higher rate of growth are the best they have been in decades. The last time the region achieved a sustained acceleration in growth was from 2003-2008. Back then, a weak U.S. dollar and strong commodity prices combined to form the backdrop for growth. Those conditions, and more,…

  • The U.S. – Venezuela deal

    Not long ago, Venezuela closest friends and economic parters were Cuba, Russia and China as well as regional leftist regimes such as Nicaragua and Bolivia. Cuba provided deep intelligence, security, and medical personnel and Cuba relied on Venezuela for discounted oil in a relatively destructive economic relationship. Russia acted as a major military and political…

  • Global economic outlook

    The global outlook continues to be shaped by two competing factors. First, the conflict in Iran remains unresolved and the Strait of Hormuz is still largely closed. Oil prices have generally traded at or below $90/barrel in recent weeks, reflecting signals that the U.S. continues to seek an exit from the conflict. Second, despite headwinds…