Geopolitics & the Day After
For this week’s newsletter, we focus on the factors that drive geopolitics, markets, and thus investment considerations. First, we look at the expanding China-Russia relationship against the backdrop of global rearmament. Then, we examine how geopolitical and...Weekly Market Update
Global Market News Global equities decline Global equities declined this week. The S&P 500 lost 0.95% while the Dow Jones dropped 2.27% and the Nasdaq decreased 0.80%. The US 10-year Treasury note surged nearly 20 bps on the week, closing Friday at 4.40%. The...Fundamentals of Commodities and Their Trajectories
Below is a summary of last month’s commentaries from BlackSummit’s sister company, Fundamental Analytics. The following describes the highlights of those commentaries, which showcase the factors affecting the energy, agricultural, and other commodities that...Geopolitics & the Day After
For this week’s newsletter, we touch on topics from tensions in the Middle East, US market trajectory, developments in the Ukraine-Russia war, and investment opportunities in commodities. First, we look at the undeclared ‘Shadow War’ between Israel...Sign Up for Our Publications
