Geopolitics & the Day After

Geopolitical Concerns Facing a Moment of Crisis, Europe Rewrites Its Economic Playbook  Peter Rashish, World Politics Review Turkey Is Now a Full-Blown Autocracy Gonul Tol, Foreign Affairs Why Did Israel Restart the War in Gaza?  John...

The Dollar and Contemporary Market Reflections: An Attempt to Understand Developments Using the Lenses of Henry IV

The main message of this commentary is that the strength of the dollar holds the keys to the future. In 1985, a coordinated intervention to bring down the value of the dollar was sealed in what I consider to be the infamous Plaza Accord. Chairman Paul Volcker once...

Bi-Weekly Market Update

US Equity Markets The S&P 500 temporarily entered correction territory as investors assessed economic risks and the Fed’s response to potential inflation and slowing growth. Growth concerns and increasing recession fears were amplified by comments from President...

Regional Market Watch

European Markets Corporate and Business News Eurozone investor morale improved significantly in March, with the Sentix index rising to -2.9 from -12.7 in February, exceeding expectations of -8.4. European markets closed lower on Friday led by declines in the travel...

Geopolitics & the Day After

Geopolitical Concerns The Fragile Axis of Upheaval Christopher S. Chivvis, Foreign Affairs The US and Iran are on the road to escalation. Europe can and should create an off-ramp Dr. Sanam Vakil and Dr. Aniseh Bassiri Tabrizi, Chatham House The Real Threat...

CROSSROADS: Middle East, Asia, Latin America, Sub-Saharan Africa

Middle East/North Africa Syria’s government reached a deal with the Kurdish-led Syrian Democratic Forces (SDF) to integrate the group into the national army, recognizing Kurdish rights and placing the north-east region under government control for the first time since...

CROSSROADS: US, Europe, China & India

North America The S&P 500 officially entered a correction after plunging 10% in just 16 days, marking the seventh-fastest decline since 1929, with similar rapid selloffs occurring under President Trump in 2018 and 2020. Last week the index fell again, extending a...

Carbon Market News Roundup

Risks of Climate Change New German Government Report Highlights Growing Climate Security Risks Bob Berwyn, Inside Climate News Global warming streak brings extreme weather from cyclones to polar freeze Attracta Mooney & Steven Bernard, The Financial Times...

Geopolitics & the Day After

Geopolitical Concerns Trump and the end of American soft power  Joseph S Nye, The Financial Times The reawakening of Germany  The Editorial Board, The Financial Times Trump’s Alternate Reality in the Middle East Hussein Ibish, The Cairo Review...

Market Icons and Uncertainty in a Changing World Order: Warm Greetings from Byzantium

The Byzantine Emperor Leo III (who inaugurated the Isaurian dynasty of emperors in the Byzantine Empire) was a true reformer. Around 725 AD, he sensed that the empire was endangered from within by lawlessness (the infamous twenty prior years of anarchy), corruption,...

Regional Market Watch

European Markets Corporate and Business News Eurozone investor morale improved significantly in March, with the Sentix index rising to -2.9 from -12.7 in February, exceeding expectations of -8.4. European markets closed lower on Friday led by declines in the travel...

Geopolitics & the Day After

Geopolitical Concerns The Fragile Axis of Upheaval Christopher S. Chivvis, Foreign Affairs The US and Iran are on the road to escalation. Europe can and should create an off-ramp Dr. Sanam Vakil and Dr. Aniseh Bassiri Tabrizi, Chatham House The Real Threat...

CROSSROADS: US, Europe, China & India

North America The S&P 500 officially entered a correction after plunging 10% in just 16 days, marking the seventh-fastest decline since 1929, with similar rapid selloffs occurring under President Trump in 2018 and 2020. Last week the index fell again, extending a...

Carbon Market News Roundup

Risks of Climate Change New German Government Report Highlights Growing Climate Security Risks Bob Berwyn, Inside Climate News Global warming streak brings extreme weather from cyclones to polar freeze Attracta Mooney & Steven Bernard, The Financial Times...

Geopolitics & the Day After

Geopolitical Concerns Trump and the end of American soft power  Joseph S Nye, The Financial Times The reawakening of Germany  The Editorial Board, The Financial Times Trump’s Alternate Reality in the Middle East Hussein Ibish, The Cairo Review...

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