by The BlackSummit Team | Feb 8, 2025 | Weekly Market Update
Global Market News Global Equities Down Global equities were down on the week. The S&P 500 and Dow Jones lost 0.24% and 0.54%, respectively, while the Nasdaq decreased 0.53%. The US 10-year Treasury note continued its decline to close Friday at 4.49%. The price of...
by The BlackSummit Team | Feb 6, 2025 | Geopolitics & the Day After
This week’s newsletter examines major geopolitical realignments, from Russia’s Arctic ambitions and Trump’s controversial Gaza proposal to the strategic maneuvers of middle powers and escalating tensions over China. In geoeconomics, we examine Trump’s aggressive...
by The BlackSummit Team | Feb 4, 2025 | 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. Eight...
by The BlackSummit Team | Feb 1, 2025 | 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...
by The BlackSummit Team | Jan 30, 2025 | 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...