Alastair Newton

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bullish•Macroeconomics

•13 Jan 2025 17:45

Europe: Chaos ex Machina

Political instability in Berlin and Paris has led to a leadership void in Europe with no immediate resolution in sight. In Germany, investors are...

189 Views

bullish•Macroeconomics

•08 Jan 2025 21:27

Oil in 2025

Forecasting oil prices for the year is challenging due to the threat of trade wars. The downward pressure on oil prices observed in 2024 is...

Alastair Newton

12 Views

bullish•Macroeconomics

•16 Dec 2024 20:00

Syria, The World And Markets

The Syrian civil war has consequences that extend far beyond its immediate vicinity. The potential collapse of the Assad regime could...

Alastair Newton

193 Views

bullish•Macroeconomics

•09 Dec 2024 22:15

China/US: Trading Blows Part 2

Xi Jinping is likely to respond to escalating trade tensions with the US by accelerating the shift from global globalisation to...

Alastair Newton

220 Views

bullish•Macroeconomics

•04 Dec 2024 22:00

China/US: Trading Blows Part 1

Donald Trump threatened punitive tariffs on China, Canada, and Mexico over fentanyl, but this didn't significantly alarm investors. Jamieson...

Alastair was Senior Political Analyst at Nomura International plc between October 2008 and July 2015, having first joined Lehman Brothers International in that capacity in August 2005. As such, he was responsible for identifying, tracking, analysing and illuminating to investors political events worldwide likely to impact on financial markets. In addition to his signature periodical Issues Which Keep Me Awake At Night on political and geopolitical risk, he was the co-author of major studies on China, India, Indonesia, North Korea, Iran/Israel and on geopolitical risks related to the shift of the global economic centre of gravity back towards Asia, as well as numerous shorter papers.