WorldMarkets x Geopolitics

Charts on interplay of World Markets & Geopolitics, figures worth noting.

[yvesmessy]

More people lived in urban than rural areas for the first time ever in 2007. This year it is estimated that 54 per cent of the world’s population live in cities and by 2050 it is predicted to hit 66 per cent

[aljazeeraamerica-blog]

Three million more US children in poverty than before Great Recession http://alj.am/rqyg

[yvesmessy]

The consensus view at this time points to greater support for Abenomics’s monetary easing. But what are we missing. 

[yvesmessy]

[yvesmessy]

[yvesmessy]

[yvesmessy]

[yvesmessy]

Impact of Iran on oil according to the Kennedy school http://belfercenter.ksg.harvard.edu/publication/25538/energy_implications_of_a_nuclear_deal_between_the_p51_and_iran.html

[asiasociety]

Listen: Rudd on Why U.S.-China Relations Under Xi Jinping Won’t Be ‘Business as Usual’

Read the full story here.

[yvesmessy]

Chart 1: divergence among the “fragile five” – current accounts in % of GDP Sources:  Source: JPM, Bloomberg, GAM, Financial Times

[yvesmessy]

There are serious doubts as to whether #China’s PBoC is actually shedding reserves, if best practices among other emerging market countries are any indication

[yvesmessy]

Greece Fallout: Italy and Spain Have Funded a Massive Backdoor Bailout of French Banks

by Benn Steil and Dinah Walker

[yvesmessy]

Should the United States Encourage Japan to Join the #AIIB? Courtersy of @CFR_org

[financialtimes]

Spain may be on the road to economic recovery, but it is recovery of a joyless as well as jobless kind. http://on.ft.com/1gVDDH5 “People know the country won’t default or need a rescue, at least in the short term. But there are still no answers to questions such as where will growth come from or where will the jobs come from?”

[financialtimes]

From Canada to Mozambique, a glut of new gasfields is emerging. But even these are unlikely to keep up with growing demand.

[yvesmessy]

Geo-Graphics » Should the United States Encourage Japan to Join the AIIB?

On April 15, China’s finance ministry revealed the 57 “prospective founding members” of the new Asian Infrastructure Investment Bank, of which ...

[yvesmessy]

Geo-Graphics » Are China’s RMB Swap Lines an Empty Vessel?

As our recent CFR interactive shows, central bank currency swaps have spread like wildfire since the financial crisis. In 2006, the ...