A taste of BGA's insights

BGA Cable: Germany

SituationGovernment building runs into difficulties  More than six weeks after the federal elections, formal coalition negotiations have yet to even commence. Instead, negotiators remain mired in exploratory talks aimed at…

BGA Cable: Germany

SituationCoalition talks conceal fragile political environment Sunday’s agreement between the CDU and CSU to enter coalition talks without a firm limit on refugees has in our view increased the probability…

BGA Cable: Washington

  Trump’s Trade, Tax and Financial Policy Agenda ​ Speed Read  Rhetoric vs. Policy: The Trump economic agenda was once viewed with promise from the business community, but the President’s…

BGA Cable: Qatar update

SituationThe pressure intensifies  The escalation of the conflict between Saudi Arabia, UAE, Bahrain and Egypt on one hand and the Gulf state of Qatar on the other, has been ratcheted…

BGA Cable:  EU Bank Resolution

SituationFor whom the bell tolls -end of an era of ECB Regulatory forbearance? ​More than two years into the Banking Union, the ECB has shown renewed vigor in using its powers,…

BGA Cable: Qatar

Situation The de facto diplomatic, political and trade embargo imposed on Qatar by Saudi Arabia, the UAE, Bahrain, Egypt, Libya and Yemen raises many questions. Qatari food security, construction materials,…

BGA Cable: Brazil Update

 Situation After a year of relative calm, political fireworks exploded in Brazil on May 17. Joesly Batista, chairman of the Brazilian meatpacking firm JBS, testified that the current Brazilian President,…

BGA Cable: Mexico Political Update

Situation On May 18, the Trump administration gave notice that it would start the 90-day consultation period with US Congress required before initiating negotiations with Mexico and Canada to renegotiate…

BGA Global Brief: Turkey

Political Risks for Business & Investors – Q1 2017  BGA’s Global Briefs are produced regularly to provide high-level overviews on international business and finance related policy issues relevant to investors.  1. …

BGA Cable: France

Situation less than a week before the first round of the presidential election  With less than two weeks to go, the race for the presidential election’s first round has tightened…

BGA Cable: Greece

Only short term relief ​After several months of negotiations, Eurogroup finance ministers agreed on “overarching elements of policy, in terms of size, timing and sequencing of the reforms” for Greece to…

BGA Cable: EU Banking Regulations 

Unresolved issues impacting the EU Banking Sector  EU ‘existential’ political concerns (Brexit, impending elections and rising populist sentiment) are impacting progression on EU banking regulations.  With the Banking Union being…

BGA Cable: Greece

Situation following Eurogroup decision on Greek debt program   The February 20th Eurogroup decision that called for the return of the Quartet mission to Athens, brings a glimpse of hope for…

BGA Cable: France 

Situation two months before the French presidential elections on April 23 François Fillon, the surprising clear winner of the conservative primaries, was unsettled by a scandal over payments to his…