Geopolitics & the Day After
Central banks, investors, and policymakers are coming to terms with the end of a “golden era” characterized by near-zero interest rates, low inflation, and economic growth. The global economy has been shaken up by geopolitical conflict, commodities shocks,...The 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. 1....Geopolitics & the Day After
December 8, 2022 A number of risks have emerged in global markets this year as the decades of low interest rates and central bank dominance are now behind us. As we enter 2023, central bankers, policymakers, and investors are trying to identify the next market...Geopolitics & the Day After
As we enter December, we are looking ahead to see what the world’s current crises have to offer us in 2023. The Chinese people are beginning to protest after two years of Covid lockdowns, which could have major implications for the political and economic...Sign Up for Our Publications
