CROSSROADS: Middle East, Asia, Latin America, Sub-Saharan Africa
Here is a summary of the most important events that unfolded over the last month in the Middle East/North Africa, Asia (ex-China/India/Japan), Latin America, and Sub-Saharan Africa, and which may affect economic, financial, and geopolitical issues in the months ahead....
CROSSROADS: North America, Europe, China, India & Japan
Here is a summary of the most important events that unfolded over the last month in North America, Europe, India, China, and Japan and which may affect economic, financial, and geopolitical issues in the months ahead. Later this week, we will be publishing our...
Weekly Market Update
Global Market News Global Equities Decline Global equities ended the week lower. For the week, the S&P 500 fell 0.8%, the Nasdaq declined 0.7%, and the Dow Jones Industrial Average dropped 1.6%. The US 10-year Treasury yield rose to 4.97% from 4.73% a week...
Carbon Market News Roundup
Welcome to the latest edition of the Carbon Market News Roundup, our bi-weekly briefing on the evolving landscape of global carbon markets and climate-related regulation. Our previous issues, along with the rest of our commentaries, may be read here. Carbon markets...
Geopolitics and the Day After
Welcome to this week's edition of Geopolitics & the Day After. Each week, we curate and synthesize key developments from global politics, economics, and financial markets, drawing from a wide range of trusted sources. Our goal is to provide you with a clear,...
Growth and Earnings Prospects: The Garden at the Crossroads of Voltaire and Camus
Whether we turn left or right, we see conflicts and tensions everywhere (Middle East, Ukraine, trade, rising yields, etc.). However, the global economy seems to be handling the pressures well and has taken it all in stride. Setbacks are corrected, and the tug of war...
Weekly Market Update
Global Market News Global Equities Gain Global equities ended the week modestly higher. For the week, the S&P 500 rose 0.1%, the Nasdaq gained 0.4%, and the Dow Jones Industrial Average fell 0.3%. The US 10-year Treasury yield rose to 4.78% from 4.73% a week...
Geopolitics and the Day After
Welcome to this week's edition of Geopolitics & the Day After. Each week, we curate and synthesize key developments from global politics, economics, and financial markets, drawing from a wide range of trusted sources. Our goal is to provide you with a clear,...
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 make formal proclamations or projections....
Weekly Market Update
Global Market News Global Equities Gain Global equities ended the week higher amid strong earnings reports and a weak July jobs report. The US 10-year Treasury note fell to 4.65% from 4.73% a week ago, and West Texas Intermediate crude fell to $83.55 per barrel....
