Regional Market Watch

Welcome to our monthly newsletter which covers key developments in major non-US markets. With this newsletter, we highlight corporate, debt, and monetary policy news in European, Asian, and Latin American markets. We end this piece with a spotlight on commodities....

Geopolitics & the Day After

Geopolitical Concerns spotlights the unraveling of American global leadership as NATO allies recalibrate military posture and Russia weaponizes nuclear energy dominance to extend its diplomatic reach. Meanwhile, President Trump’s strategic unpredictability has created...

The Wooden Nickel

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. 1....