Publications

By: The BlackSummit Team | On: November 19, 2024 |

CROSSROADS: Middle East, Asia, Latin America, Sub-Saharan Africa

At the Intersection of Geopolitics and Geoeconomics Middle East/North Africa Asia (Ex-China/India) Latin America Sub-Saharan Africa Recommended Reads Trump win heralds higher tariffs for Asian businesses Nikkei Palm oil prices […]

By: The BlackSummit Team | On: November 16, 2024 |

Regional Market Watch

Welcome to our new bi-weekly newsletter which covers key developments in non-US markets. With this newsletter, we highlight corporate, debt, and monetary policy news in European, Asian, and Latin American […]

By: The BlackSummit Team | On: November 14, 2024 |

Geopolitics & the Day After

With the confirmation of Donald Trump’s election win, the world is assessing what a second Trump administration will bring. In this week’s newsletter, we take a look at what economists […]

By: The BlackSummit Team | On: November 12, 2024 |

CROSSROADS: US, Europe, China & India

At the Intersection of Geopolitics and Geoeconomics North America Europe China & India Suggested Reading How Trump Will Change the World Peter D. Feaver, Foreign Affairs Missing in Europe: A Strong […]

By: The BlackSummit Team | On: November 9, 2024 |

Weekly Market Update

Global Market News Global Equities Make Gains Global equities were substantially higher on the week following Donald Trump’s election win as investors anticipate pro-growth policies in a second Trump administration. […]

By: The BlackSummit Team | On: November 7, 2024 |

Geopolitics & the Day After

We begin this week’s newsletter by examining the outcome of the US election, which saw the victory of Donald Trump, who will be the first president in over a century […]

By: The BlackSummit Team | On: November 5, 2024 |

The Wooden Nickel: Sell-Side Shortcomings

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 […]

By: John E. Charalambakis | On: November 4, 2024 |

US Elections and a Market Allegory through the Eyes of Homer and Palestrina

I was about to fill out my ballot at an early voting station last Friday when Homer nudged me: “Do you recall the island of Ismarus?” “Of course, I do”, […]

By: The BlackSummit Team | On: November 2, 2024 |

Weekly Market Update

Global Market News Global Equities Decline Global equities declined on the week, with the Dow Jones and S&P 500 losing 0.15% and 1.37%, respectively, while the Nasdaq dropped 1.50%. The […]

By: The BlackSummit Team | On: November 1, 2024 |

Regional Market Watch

Welcome to our new bi-weekly newsletter which covers key developments in non-US markets. With this newsletter, we highlight corporate, debt, and monetary policy news in European, Asian, and Latin American […]

By: The BlackSummit Team | On: October 31, 2024 |

Geopolitics & the Day After

We begin this week’s newsletter by examining the outcome of several elections around the globe, including Japan, Georgia, and Bulgaria. Next, we turn our focus to the fraught world of […]