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2.37 MB
Extraction Summary
5
People
4
Organizations
8
Locations
4
Events
1
Relationships
4
Quotes
Document Information
Type:
Financial market analysis / geopolitical risk report
File Size:
2.37 MB
Summary
This document is a financial market commentary titled 'Unsteady Undertow,' likely produced in October 2018. It analyzes geopolitical risks affecting US equities, specifically citing the disappearance of a Saudi journalist, impending Iran sanctions, elections in Mexico (AMLO) and Brazil (Bolsonaro), the USMCA trade agreement, and trade wars with China and the EU. The document bears a House Oversight Committee Bates stamp (HOUSE_OVERSIGHT_026900).
People (5)
| Name | Role | Context |
|---|---|---|
| Andrés Manuel Lopes Obrador | President-elect of Mexico |
Referred to as AMLO; described as left-of-center populist.
|
| Jair Bolsonaro | Presidential Candidate (Brazil) |
Described as law-and-order former army captain; strong showing in first round of elections.
|
| Jean-Claude Juncker | European Commission President |
Made a deal with President Trump in July 2018 regarding tariffs.
|
| Donald Trump | US President |
Referred to as President Trump; made deal with Juncker; involved in trade friction.
|
| Jamal Khashoggi | Saudi Journalist |
Implicitly referred to as the 'recent disappearance of a Saudi journalist'.
|
Organizations (4)
| Name | Type | Context |
|---|---|---|
| US Congress |
Mentioned regarding ratification of USMCA and mid-term elections.
|
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| European Commission |
Represented by President Juncker.
|
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| Worker's Party |
Brazilian political party mentioned as the opposition to Bolsonaro.
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| European Union |
Partner in trade friction discussions with the US.
|
Timeline (4 events)
July 2018
October 2018
Disappearance of a Saudi journalist (implied context for date estimation).
Saudi Arabia / Turkey (implied)
October 7, 2018
Locations (8)
| Location | Context |
|---|---|
|
Central focus of economic analysis (US equities, US sanctions).
|
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|
Mentioned in context of journalist disappearance and oil tensions.
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|
Target of impending US sanctions impacting oil supply.
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Discussed regarding elections and NAFTA/USMCA.
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Discussed regarding elections and currency (Brazilian real).
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Party to the revised NAFTA/USMCA deal.
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Discussed regarding escalating trade war and 'Made in China 2025'.
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Discussed regarding trade friction.
|
Relationships (1)
July 2018 deal between European Commission President Juncker and President Trump
Key Quotes (4)
"Potential US retaliation over the recent disappearance of a Saudi journalist has only added fuel to the fire of worries given the risk that oil exports could be used as a political weapon"Source
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Quote #1
"we believe that the net impact of these shifts is not material enough to derail the US economic expansion or bull market"Source
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Quote #2
"work together toward zero tariffs, zero non-tariff barriers and zero subsidies on non-auto industrial goods"Source
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Quote #3
"Made in China 2025 policies which harm US companies"Source
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Quote #4
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