Geopolitics & the Day After
We begin this week’s newsletter by examining the outcome of the US election, which saw the victory of Donald Trump, who will be the first president in over a century to serve two non-consecutive terms. Next, we turn our focus to the election’s impact on markets,...The Wooden Nickel: Sell-Side Shortcomings
The Wooden Nickel is a collection of roughly a handful of recent topics that have caught our attention. Here you’ll find current, open-ended thoughts. We wish to use this piece as a way to think out loud in public rather than formal proclamations or projections. In...Weekly Market Update
Global Market News Global Equities Decline Global equities declined on the week, with the Dow Jones and S&P 500 losing 0.15% and 1.37%, respectively, while the Nasdaq dropped 1.50%. The US 10-year Treasury note continued its climb, ending the week at 4.38%. The...Regional Market Watch
Welcome to our new bi-weekly newsletter which covers key developments in non-US markets. With this newsletter, we highlight corporate, debt, and monetary policy news in European, Asian, and Latin American markets. We end our newsletter with a spotlight on commodities....Sign Up for Our Publications
