Stratfor
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A geopolitical intelligence firm that provides strategic analysis and forecasting to individuals and organizations around the globe. We use a proprietary methodology to objectively analyze and interpret world affairs, free of agenda.

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Where The Fed Goes, Other Central Banks May Not Follow
Below the surface of the central banks' moves, lurks the question of inflation. Controlling prices is the sole mission of almost every major central bank, so inflation numbers are the true drivers that shape monetary policy over time.
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HH Preserving Order Amid Change In NAFTA
North American economic integration can be slowed but cannot be undone.
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A Repeat Of The Plaza Accord
A strong dollar will undermine U.S. President Donald Trump's plans to reduce the United States' trade deficit. If the dollar's value continues to rise, Trump may consider unilateral or, failing that, multilateral currency interventions.
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EC HH 2017 Annual Forecast
The longer economic pain persists, the stronger the political response. That loud banging at the door is the force of nationalism greeting the world's powers.
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Understanding America's Global Role In The Age Of Trump
The incoming U.S. administration has picked up on these two themes and revived the Peace Through Strength concept. The focus is on rebuilding the American economy through manufacturing, infrastructure development and tax reform.
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EC Negotiating NAFTA's Future
Over the next year, Mexico, the United States and Canada will probably work together to come up with a mutually agreeable strategy for dealing with NAFTA.
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STOCKS I FOLLOW

FTNT Fortinet, Inc.
GD General Dynamics Corporation
LMT Lockheed Martin
NOC Northrop Grumman Corporation
PANW Palo Alto Networks Inc.
RTN Raytheon Company

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