The Week Ahead 03/01/2018

Global Spotlight

The White House Revolving Door. With Rexit underway, CIA Director Mike Pompeo gearing up for his new policymaking post as Rex Tillerson’s replacement as secretary of state and rumors persisting over the fate of national security adviser H.R. McMaster, U.S. President Donald Trump is steadily watering down resistance to his foreign policy agenda.

Trouble for Iran. Iran should be the most worried. Pompeo sees Iran as a regional menace that needs to be stopped.

Good News for Saudi Arabia. The rise of Pompeo is a treat not just for Netanyahu, but also for Saudi Crown Prince Mohammed bin Salman, who will be in the United States this week to meet with Trump.

More Tariffs to Come. Trump is removing obstacles to his Iran agenda, but he could be inviting challenges to his protectionist agenda by bringing in CNBC commentator Larry Kudlow to replace Gary Cohn to lead the National Economic Council.

Beyond the Russian Election. The March 18 Russian presidential vote all but guarantees Vladimir Putin a fourth term, but voter turnout will be far more revealing than the actual election result.

Scandal in Japan. A scandal over a school land sale has exploded again in Japan, and this time it is threatening to bring down Finance Minister Taro Aso along with Prime Minister Shinzo Abe.

On the EU Agenda. With a German government in place, the European Union can begin more serious talk on reform this week.

stratfor.com

Economic Calendar

Here is a list of the U.S. economic events happenning this week.

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briefing.com

Last Weeks Numbers

Review Last weeks numbers here.

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Money.net

 

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