Geopolitical Challenges and Statecraft
Due to the Thanksgiving holiday, we will not be posting The Day After & the Era of Transformation next Thursday. The world of geopolitics has become increasingly polarized to the extremes. The US- China rivalry has begun taking on aspects of the Cold War’s nuclear...Weekly Market Update
Global Market News Global equities fall shortGlobal equities fell short this week, ending a 5-week winning streak. The S&P 500 and Dow Jones fell 0.31% and 0.63%, respectively, while the Nasdaq closed the week down 0.69%. The yield on the US 10-year Treasury note...The Day After & the Era of Transformation
As we have written on previous occasions, we believe the “Era of Transformation” which gives this newsletter its name is a multifaceted shift away from old dynamics to a new equilibrium (the “Day After”). Two key elements driving this shift are the energy transition...Weekly Market Update
Global Market News Global equities make gainsGlobal equities had another week of gains, establishing new highs after the Federal Reserve announced that it would reduce the pace of its bond-buying program. The S&P 500 and Dow Jones gained 2.00% and 1.42%,...Sign Up for Our Publications
