BGA Cable

BGA Cable: Brexit Endspiel – Vier Szenarien

Downloadable PDF Version (in German language) Am 14. November ist der Text des Brexitvertrags bekannt geworden, auf den sich die EU und Großbritannien geeinigt haben. Bevor er in Kraft treten kann, muss er die politische Billigung beider Seiten erhalten. Auf EU-Seite ist die Zustimmung des Europäischen Rates und des Europäischen Parlaments erforderlich. Der Rat soll …

BGA Cable: Brexit Endspiel – Vier SzenarienRead More »

BGA Cable: The Trump – Putin Summit

Bull meets Bear The Situation The US and Russia are speaking again. That is the chief message of the Helsinki summit. While the summit did not bring any breakthrough, it did improve the atmosphere. However, the actual results are meagre and open to interpretation: Renewed commitment to a reduction in nuclear weapons and stringent non-proliferation. …

BGA Cable: The Trump – Putin SummitRead More »

BGA Cable: On the Brink of a Trade War

New tariffs further the official disruption of the international trade order   The Situation Friends and foes alike have found themselves in the crosshairs of US trade tariffs. They have responded by fighting back through retaliatory measures as the European Union, China, Canada, Mexico, and Russia in particular, have either issued counter tariffs or have …

BGA Cable: On the Brink of a Trade WarRead More »

BGA Cable: Global Trade

US fires opening shot in global trade war The US opened the door to a global trade war this week by putting into effect punitive tariffs on steel & aluminium imports mainly from China, but also Russia and a number of smaller countries. Key allies in Europe, Asia & Latin America are so far exempt …

BGA Cable: Global TradeRead More »

BGA Cable: Europe

Italy: Stuck in time The Italian general election produced the widely feared political stalemate as M5S surged ahead taking 32% of the public vote. The centre-right coalition gained only 36% of the vote with Lega coming well ahead of Berlusconi’s Forza Italia. On the left, the ruling PD fell to under 20% burying the hopes …

BGA Cable: EuropeRead More »

BGA Cable: Germany

  A minority government in Germany?  With the collapse of the “Jamaica“ negotiations, BGA now sees a 40% probability of new elections in March or April 2018 (up from 25%).  BGA estimates a 40% likelihood for a CDU/Merkel-led minority government supported by SPD, Greens and/or FDP.   Other potential outcomes and their respective probabilities: 10% for a Merkel-led …

BGA Cable: GermanyRead More »

Would you like to start working with us?