Geopolitics & the Day After
July 27, 2023 This week’s edition covers risks posed to the global economy and the opportunity for the African continent. We start by reviewing the supply of critical minerals and the impact geopolitics may have on China’s role in the marketplace. Then, we...There is Too Much Money in the System
Different manifestations of money are better understood than others. The paper bills in our wallets and the digits sitting in our checking and savings accounts at the bank are easily understood. Since the Financial Crisis, investors and market participants have had to...Weekly Market Update
Global Market News Global equities mixed Global equities were mixed this week as several disappointing tech earnings reports came out. The S&P 500 and Dow Jones closed up 0.69% and 2.08%, respectively, while the Nasdaq closed down 0.57%. The US 10-year Treasury...Geopolitics & the Day After
This week’s edition examines the major geoeconomic and geopolitical shifts that are underway in a new era of global volatility. We start by reviewing global demographic trends, where wealthy countries and developing countries have divergent futures. We move into...Sign Up for Our Publications
