Geopolitical Challenges & Statecraft

The power struggle between the US and China is shifting alliances, defining foreign policy objectives, and disrupting the liberal international order. Recent US actions, like the AUKUS deal, have made it clear that the US is pivoting its foreign policy to the...

Weekly Market Update

Global Market News Global equities narrowly gainGlobal equities narrowly gained after a volatile week. The S&P 500 and Dow Jones increased 0.51% and 0.62%, respectively, while the Nasdaq closed the week up only 0.02%. The yield on the US 10-year Treasury soared to...

The Day After & the Era of Transformation

Here is our take on the articles summarized below:  To understand the forces moving the world today, we take a lesson from Newton’s second law of motion: a sudden shift in direction (acceleration) in a large system like the financial markets will exert a tremendous...

Weekly Market Update

Global Market News Global equities down on the weekGlobal equities were slightly down on the week. The S&P 500 and Dow Jones dropped 0.57% and 0.07%, respectively, while the Nasdaq closed the week down 0.47%. Meanwhile, the yield on the US 10-year Treasury rose a...

Geopolitical Challenges and Statecraft

The Biden administration is keen on revitalizing American foreign policy and restoring the country’s global leadership position. To do so, the US will have to invest time, money, and political capital in areas of the world that aren’t always making headlines....