Weekly Geopolitical Report

Weekly Geopolitical Report – Return of the Strongman: Part I (October 22, 2018)

by Thomas Wash On October 7th, Jair Bolsonaro, a far-right populist, made it out of the first round of presidential elections in Brazil in decisive fashion. A controversial figure within his country, Bolsonaro was able to build his popularity on the growing distrust of the government. Rising crime, corruption scandals and a record-breaking recession have led… Read More »

Weekly Geopolitical Report – The Dollar Problem: Part II (October 8, 2018)

by Bill O’Grady Last week, we introduced the characteristics of a reserve currency, including a discussion of the costs and benefits of providing the reserve currency.  This week, we will conclude the report with a short explanation of the S.W.I.F.T. network and its importance to international finance.  From there, we will discuss the potential competitors to… Read More »

Weekly Geopolitical Report – The Dollar Problem: Part I (October 1, 2018)

by Bill O’Grady In May, the Trump administration exited the Joint Comprehensive Plan of Action (JCPOA), otherwise known as the Iran nuclear deal.[1]  In conjunction with its exit, the U.S. implemented new sanctions and the goal of U.S. policy is to reduce Iran’s oil exports to zero barrels by November. The other parties in the agreement,… Read More »

Weekly Geopolitical Report – The Venezuelan Migration Crisis: Part II (September 24, 2018)

by Bill O’Grady Last week, we discussed Venezuela’s economic and political situations.  Part II begins with a discussion on migration with a focus on emigrant flows.  We include an analysis of the problems caused by migration followed by an examination of the possible end to this crisis and the broader geopolitical issues.  As always, we will… Read More »

Weekly Geopolitical Report – The Venezuelan Migration Crisis: Part I (September 17, 2018)

by Bill O’Grady Venezuela has gone from “bad to worse” in recent years.  In 1999, Hugo Chavez was elected president and took the country on a journey into Cuba-style socialism.  Persistent government intrusion into the economy reduced private sector involvement.  Although the oil sector was able to generate enough revenue to allow Chavez to fund his… Read More »

Weekly Geopolitical Report – The Battle for Idlib (September 10, 2018)

by Bill O’Grady Two years ago, it looked as if Syrian President Bashar Assad was either about to be ousted from power or doomed to control an ever-shrinking area of Syria.  Islamic State, Kurds and various rebel groups controlled much of what once constituted Syria.  In fact, the frontier between Syria and Iraq was mostly a… Read More »

Weekly Geopolitical Report – The Turkey Crisis: Part II (August 27, 2018)

by Bill O’Grady (N.B. Due to the Labor Day holiday, the next report will be published on September 10.) Last week, we covered Turkey’s geopolitics and history.[1]  This week, we complete the series, starting with a discussion on Turkey’s economy with a focus on the changes brought by the Justice and Development Party (AKP), led by… Read More »

Weekly Geopolitical Report – The Turkey Crisis: Part I (August 20, 2018)

by Bill O’Grady Over the past few months, Turkey has become a major topic of interest.  Recep Erdogan won re-election to the presidency in June 2018.  This event was important because a referendum on a new constitution in 2017 gave the office of the president sweeping powers; the previous constitution was based on a parliamentary model… Read More »

Weekly Geopolitical Report – Iran Sanctions and Potential Responses: Part III (August 13, 2018)

by Bill O’Grady The Trump administration withdrew from the Iranian nuclear deal earlier this year and plans to implement sanctions on the country in two phases, the first of which went into effect in early August with a second round in November.  In Part I of this report, we introduced this topic and covered the first… Read More »

Weekly Geopolitical Report – Iran Sanctions and Potential Responses: Part II (August 6, 2018)

by Bill O’Grady Last week, we introduced the topic of the Trump administration’s decision to implement sanctions on Iran and covered two potential responses from Iran, which were restarting its nuclear program and projecting power.  This week, we will discuss the threat to the Strait of Hormuz. Response #3: Closing the Strait of Hormuz On its… Read More »

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