Covid-19 and the Day After

Here is our take on the articles summarized below:  While a flurry of positive vaccine news, declining Covid-19 case numbers, and improved economic forecasts have created optimism for a return to “normal”, we are not out of the woods yet. New Covid-19 variants...

Crossroads

At the Intersection of Geopolitics and Geoeconomics Here is a summary of the most important events that unfolded last month, and which may affect economic, financial and geopolitical issues in the months ahead:  North America President Joe Biden has unveiled a $2...

Geopolitical Challenges & Statecraft

Due to the Easter holiday, we will not be posting a Weekly Market Update this Saturday. The global order is entering a phase of multipolarity where a variety of ideological and political ideas are at the forefront of global leadership. To promote international...

Weekly Market Update

Global Market News Global equities gain slightlyGlobal equities were slightly up on the week. Both the S&P 500 and Dow Jones posted gains of 1.57% and 1.36% respectively, while the Nasdaq decreased 0.58% on the week. The US 10-year Treasury dropped down a few bps,...

Covid-19 and the Day After

Here is our take on the articles summarized below:  The growth outlook for the US economy this year is looking promising. Trillions of dollars of government stimulus have already been pumped into the economy and more is expected as the Biden administration works on...