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GuidanceJul 8, 2020 | 10:00 GMT
Technicians in Hong Kong walk next to a banner supporting China’s new national security law following a flag-raising ceremony marking the 23rd anniversary of the city’s British handover on July 1, 2020.
China's Hong Kong Security Law Leaves Tech Companies in the Line of Fire
China's new national security law is forcing tech companies to pick a side in Hong Kong's political crisis and decide whether to comply or resist authorities in some way, or leave the city altogether -- all of which carry the risk of retaliation from either Beijing or the United States and its allies. On July 6, Hong Kong's newly established Committee for Safeguarding National Security moved to implement seven, new enabling regulations for the national security law. The regulations -- which include police powers to order internet companies to remove content or to seize their equipment with threats of fines or prison -- have since prompted a spate of social media platforms and internet firms operating in the city to pause their cooperation with Hong Kong authorities. The volatile political dynamic in Hong Kong and the steady erosion of the city's autonomy will ultimately pose the greatest long-term threat to
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SnapshotsJul 6, 2020 | 10:00 GMT
A Proposed Oil Redistribution Plan Risks Further Fracturing Libya
Potential changes to the way oil revenue and exports are shared and distributed in Libya could have significant ramifications for the country's sovereignty and ongoing civil war by establishing de facto splits in Libya's financial system. In a June 29 statement, Libya's National Oil Corporation (NOC) said that it was “hopeful” that a deal could be reached in its negotiations with the country's internationally-recognized Government of National Accord (GNA) and other regional countries. The NOC also announced on July 1 that it had told workers to prepare to resume work at oil fields soon. Led by France, the United States, the United Nations and Egypt, these negotiations have centered on directly splitting oil revenue between Libya's three regions of Cyrenaica, Fezzan and Tripolitania. This new system would, in turn, bypass the country's Tripoli-based Central Bank of Libya (CBL), which is where Libya's oil revenue is currently deposited. 
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On GeopoliticsJul 3, 2020 | 10:00 GMT
A map of China.
China’s Rise as a Global Power Reaches Its Riskiest Point Yet
China is an empire in the modern sense -- a nation strengthened (but also held hostage) by its long supply chains, compelled to ever greater economic and political intercourse to preserve its interests, and increasingly drawn into the security sphere as well. It uses its economic, political and military leverage to expand its own direct sphere of operations, from the South China Sea to India and across Central Asia into Europe. The more engaged it is internationally, the more dependent it is on maintaining and strengthening those connections, which are critical for Chinese economic growth and, by extension, domestic management of its massive, diverse and economically unequal population. 
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MemosJul 2, 2020 | 18:32 GMT
Fred Burton's Summer Reading List
Fred Burton has put together a few books to add to your warm weather reading list. Some are classics and others are brand new — I can’t wait to read Brad Thor’s new thriller NEAR DARK. The Scot Harvath series never disappoints.
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PodcastsJun 30, 2020 | 09:00 GMT
Essential Geopolitics: A Global Economic Update
In this Essential Geopolitics podcast from Stratfor, a RANE company, Emily Donahue speaks to Michael Monderer, senior analyst for global economics. Donahue receives an update on the global economic impacts of COVID-19. Things do not look good.
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Quarterly ForecastsJun 29, 2020 | 00:02 GMT
2020 Third-Quarter Forecast
While many of the trends identified in our annual forecast remain slowed down by COVID-19, their pace is picking up as countries carefully emerge from lockdown.
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SnapshotsJun 25, 2020 | 18:08 GMT
The U.S.-EU Trade War Is Poised to Intensify
The U.S.-EU trade war continues to brew and could see Brussels and Washington move forward with more tariffs through the rest of the year, even as both sides reckon with the economic fallout from the COVID-19 pandemic. On June 24, the U.S. Trade Representative's office published a list for the public comment outlining $4.3 billion worth of European products that could be subject to new tariffs as early as August. This latest escalation is part of its 16-year dispute between Washington and Brussels over government subsidies to the U.S.-based aircraft maker Boeing and its chief European rival, Airbus. Trade negotiations between the United States and European Union have already been virtually non-existent this year, due in part to the pandemic, as well as major disagreements on issues [such as agriculture. Even if they do occur, last-minute trade talks to try to avert the escalation over aircraft subsidies will thus likely fail, as both sides
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SnapshotsJun 25, 2020 | 10:00 GMT
The Worst Global Recession in 80 Years Is Here. Where’s the Bottom?
Prospects for a quick global economic recovery from the COVID-19 pandemic are officially dead, with all major international financial institutions and private forecasters now projecting huge cumulative losses and an uneven, prolonged climb out of the world’s steepest recession in 80 years. Economic models have proven incapable of dealing with uncertainties and discontinuities of the current unprecedented global lockdown. But even though magnitudes vary, recent forecasts are headed in the same direction -- down. 
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SnapshotsJun 24, 2020 | 10:00 GMT
Seeking a Political Win, Trump Takes Aim at Immigration Visas
After weeks of speculation, U.S. President Donald Trump finally issued a presidential proclamation on June 22 outlining visa changes that will significantly impede the ability of U.S. tech companies and universities to attract international talent and investment. Should they become permanent, the changes could place the United States' competitive advantage as a business hub in jeopardy by making U.S. visa programs more difficult for foreigners to access. 
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SnapshotsJun 17, 2020 | 16:31 GMT
Russia Extends a Rare Lifeline to Its Struggling Defense Sector
The Russian government's $3.6 billion bailout plan for the United Aircraft Corporation (UAC) may provide some relief for the struggling state-owned defense giant, but it won't fix the perennial low revenues and high development costs that have left Russia's defense sector straddled with debt. Sources quoted by Vedomosti suggested that the company's 400 billion ruble ($5.7 billion) debt will largely be covered by the direct capitalization of the company, as well as a restructuring of its remaining 150 ruble ($2.1 billion) debt over a 15-year period. This will allow the state-owned defense industry conglomerate, which includes critical aerospace producers such as Mikoyan and Sukhoi, to continue its operations despite its mounting debt and losses in recent years. The Kremlin, however, will likely be less forthcoming with such massive bailouts to the country's private defense companies, which are also struggling with similar financial issues.
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SITUATION REPORTJun 16, 2020 | 16:56 GMT
China, U.S.: Washington Allows U.S. Firms to Work With Huawei on Tech Standards 
The U.S. Commerce Department announced it was modifying its export controls to allow for U.S. companies, employees and researchers doing business with Chinese tech giant Huawei to work together in standards-setting bodies, including those related to the 5G development, Reuters reported June 15.
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