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Americas Fridays - January 27, 2017

GLOBAL RISK

Trump lays groundwork to change U.S. role in the world President Trump began this week to reshape the U.S. role in the world, laying the groundwork, in a series of planned and signed executive actions and statements, for the “America first” foreign policy on which he campaigned. -The Washington Post

One of the firsts here; is that what was said on campaign trail, is likely to be executed in the presidency @oxbowgeopolitix

U.S. RISK

Nervous world watches Trump's meeting with British leader The president's visit with Theresa May represents a major test on the global stage. -Politico

Krauthammer: Trump’s foreign policy revolution -The Washington Post

Trump, Putin to speak after months of speculation over Kremlin interference President Trump and Russian President Vladimir Putin will finally hold their first official conversation on Saturday, Putin’s spokesman said Friday. -The Washington Post

Republicans should ensure voters hold power, not regulators Republicans and the Trump Administration should make it very clear that the way to put Americans first is to truly devolve power from Washington back to the people and their local governments. -The Hill
 
AMERICAS

Mexican president scraps visit with Trump -The Hill

Trump risks isolating critical neighbor with Mexico feud Mexico’s rocky relationship with the U.S. underpins millions of American jobs as well as cooperation on immigration and national security. -Politico

Will Trump Block Latin America’s Recovery? -Project Syndicate

U.S. - AMERICAS || GLOBAL MARKETS IMPACT +
OPPORTUNITY

GLOBAL BUSINESS


Trump's regulation freeze makes losers out of some U.S. businesses The reaction from some corners of the business landscape underscores how complicated the issue is. -Politico

China invests billions in the US ... who gets the most? Donald Trump may say China is taking American jobs but last year the US became the world’s largest recipient of Chinese direct investment with US$45 billion worth of completed acquisitions and greenfield investments. Here is a look at Chinese investment patterns in the US. -SCMP

CFIUS WATCH >> Hearing on Chinese Investment in the United States: Impacts and Issues for Policymakers -U.S.-China Economic and Security Review Commission (Testimony)

Anyone interested in where laws + regulations around Chinese investment in the US are going should pay attention to this commission @oxbowadvisory

Crafting an Action-Driven Response to China’s Digital Trade Barriers The new administration could do so by establishing digital economic and security issues as a top priority for dialogues with China, establishing an Office of Trade Enforcement in the Office of the US Trade Representative, initiating a World Trade Organization case against China’s Great Firewall, and being prepared to take reciprocity-based trade and investment retaliation. -AEI

GLOBAL MACRO

U.S. Gas May Be One Trade That Survives Trump’s Mexico Showdown It could take more than a political standoff between President Donald Trump and Mexico to keep U.S. shale gas from flowing south. -Bloomberg

FOREX-Dollar climbs more after Trump's Mexico comments -Reuters

May be time to buy the peso; or not ...