The U.S. debt ceiling, civil unrest in the Mideast, the eurozone debt crises, and possible reprisals against the new government in Thailand are  all issues that keep Nomura geopolitical analyst Alastair Newton up at night.

Most worrisome however is the debt ceiling. He expects that while the U.S. will sidestep a default, it will likely fail to raise the debt ceiling by August 2.

Newton previously singled out Egypt as a worry spot well before protesters took to the streets.