Geopolitics & the Day After
We begin this week’s newsletter by examining the geopolitical forecast for the fourth quarter of 2024, focusing on potential developments around the world. Next, we turn our focus to the recent stimulus injected into China’s economy, and whether or not it...CROSSROADS: At the Intersection of Geopolitics and Geoeconomics
Here is a summary of important events that unfolded over the last month, and which may affect economic, financial, and geopolitical issues in the months ahead. Furthermore, we share our thoughts on the market implications of the reported developments. North America...Weekly Market Update
Global Equities Increase Global equities increased on the week, with the Dow Jones and S&P 500 rising 0.09% and 0.22%, respectively, while the Nasdaq gained 0.10%. The US 10-year Treasury note rose slightly to 3.97%, and the price of a barrel of West Texas...Geopolitics & the Day After
We begin this week’s newsletter by examining the possible consequences of a conflict between Israel and Iran, highlighting the recent attacks on Hezbollah from Israel. Next, we turn our focus to the potential fiscal crisis looming over the global economy. We...Sign Up for Our Publications
