June 2, 2019
The Israeli general election of April 9th generated two key outcomes. One was the arithmetical result, in terms of how many votes each party received and how many Knesset seats these votes translated into. That was the focus of the bulletin of April 14th, entitled “Plus ça change”. The second was the political result, in which Binyamin Netanyahu won far more votes than predicted and thereby achieved a more dominant position than ever within Likud and the Israeli political arena.
June 2, 2019
February 26, 2019
There is a plethora of topics to write about — more than has been the case in quite a few years. The most obvious and seemingly urgent is the political arena and the election campaign underway. In that area, however, I am primarily using verbal communication channels — conference calls and individual conversations — if only because the pace of events is so rapid that written analysis suffers from almost instant obsolescence.
Recorded on: February 5th, 2019. Podcast recording starts at 3:30 min.» Read more
The emergence of Benny Gantz as Netanyahu’s main rival highlights the gulf between Israel and the (crumbling) democracies of the West» Read more
January 10, 2019
In a matter of weeks, Israeli politics has swung from somnolent to frenetic. It now requires considerable effort just to keep up with the daily news of who is doing what — forming new parties, leaving old ones, creating or destroying alliances. Yet the polls — which no-one believes, yet everyone reads and quotes — have remained consistent regarding the most important aspect of the campaign, namely the winner: they say that Netanyahu is on course for another victory, which will enable him to choose his partners in the next government.
Massive volatility in the financial markets has become the new norm. But while the smart money is adjusting to the changed environment, most investors and their advisors have their heads firmly in the sand.» Read more