Geopolitics & the Day After

This week in Geopolitical Concerns, we examine the unraveling of America’s traditional expertise-based foreign policy as political loyalists reshape global engagement, while a revived “concert of powers” vision signals a shift toward great-power accommodation and...

Bi-Weekly Market Update

US Equity Markets President Trump’s aggressive tariff policies and rhetoric, especially towards China and the EU, are major drivers of continued market uncertainty and volatility over the past two weeks. This is evidenced by the elevated VIX (hitting a high of over 53...

CROSSROADS: US, Europe, China & India

North America On April 2nd, U.S. President Donald Trump launched his “Liberation Day” tariff plan, imposing 10%–50% tariffs on nearly all foreign imports using a controversial formula based on trade surpluses, only to contradict prior statements over the...