Weekly Market Update
Global Market News Global Equities Down Global equities were down on the week amid volatility, primarily in tech stocks, fueled by Chinese AI startup DeepSeek’s unveiling of its AI model that costs 95% less to develop than others (see details below). The...Geopolitics & the Day After
This week’s newsletter explores the unraveling of international law in geopolitics, as major powers increasingly disregard legal norms, from Russia’s war in Ukraine to China’s actions in the South China Sea. In geoeconomics, we analyze the volatility in global...Weekly Market Update
Global Market News Global Equities Make Gains Global equities made gains this week. The Dow Jones and S&P 500 rose 2.15% and 1.74%, respectively, while the Nasdaq gained 1.65%. The US 10-year Treasury note was relatively unchanged on the week, closing Friday at...Regional Market Watch
European Markets Corporate and Business News German investor morale fell more than expected in January. The ZEW economic research institute reported that the economic sentiment index dropped to 10.3 points from 15.7 points in December. German exporters expect a 2.7%...Sign Up for Our Publications
