August 15, 2017
Bottom line: The July trade data suggest grounds for concern, which may be specific to the pharma sector or perhaps be wider. Whether measured by ‘original data’ or seasonally adjusted data, goods trade in July generated the largest monthly deficit of the year to date. On the other hand, the cumulative data for January-July present a much more stable picture. Developments in the next few months should be watched carefully.
August 15, 2017
July 20, 2017
Bottom line: The trade deficit shrank in the first half of the year, as exports rose at a slightly faster pace than imports. Despite a sharp rise in fuel imports, vehicle imports fell; on the exports side, pharma and chemicals provided most of the gains in an otherwise lackluster picture.
July 18, 2017
This issue examines several topics, whose only common thread is ‘Arabs’, but whose substance is very different. The topics under discussion span both Section A] Regional Developments and also Section B] Domestic Politics.
July 14, 2017
The British Labour Party, now led by the Hard Left, is likely to win power at the next general election. It will then adopt overtly anti-Israel policies. Yet the Israeli Establishment, especially the Foreign Ministry, is willfully blind to these imminent dangers — because it cannot adjust to the bitter realities of the twenty-first century
18th May, 2017 All analytical paths now point to the same end — that Trump’s presidency is doomed. If the problem was Trump, then his fall would resolve it. But the noise generated by Trump obscures the real problem, which is America itself. The article can be found also on Times Of Israel blog, link.» Read more
30th April 2017 This issue is devoted to Section B: Domestic Politics, because much has happened and further developments can be expected– probably culminating in the collapse of the current coalition and the fall of the Likud-led government. The analysis presented takes the view that there is no objective reason for the government to fall so soon and no rational […]» Read more