Carbon Market News Roundup

Welcome to our monthly newsletter, Carbon Market News Roundup, the goal of which is to introduce our audience to a new asset class market in the making: the carbon market. Our previous issues, along with the rest of our commentaries, may be read here....

Geopolitics & the Day After

In Geopolitical Concerns, Trump’s return to power is reshaping U.S. global security posture, as his administration signals a retreat from Europe’s defense and courts Gulf monarchies with promises of détente, even as Gaza reels from devastation and Europe faces a...

Euripides at the Trading Pit: Market Oxidation, Part I

We live in an environment where the markets strive to remember, but forgetting might be preferable as it brings relief. It’s the twilight zone where the voice of silence carries a laughter that makes you cry. You want to take a deeper look but are terrified of...

Regional Market Watch

Welcome to our monthly 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 markets. We end this piece with a spotlight on commodities. European...

Geopolitics & the Day After

In Geopolitical Concerns, we track the widening rift between U.S. leadership and its allies as the wars in Ukraine and Gaza intensify, with Trump offering vague overtures to Moscow, Netanyahu escalating in Gaza, and tensions in the Taiwan Strait nearing a...

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

At the Intersection of Geopolitics and Geoeconomics 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...

CROSSROADS: US, Canada, Europe, China, India & Japan

At the Intersection of Geopolitics and Geoeconomics Here is a summary of the most important events that unfolded over the last month in the United States, Canada, Europe, India, China, and Japan and which may affect economic, financial, and geopolitical issues in the...

Weekly Market Update

Global Market News Global Equities Higher Global equities rose over the last week. The S&P 500 and Nasdaq rose 5.27% and 7.15%, respectively, and the Dow Jones rose by 3.41% on the week. The U.S. 10-year Treasury note rose slightly, closing the week at 4.48%....

Geopolitics & the Day After

This week in Geopolitical Concerns, we examine the “reverse Kissinger” strategy of the present U.S. administration as Xi Jinping and Vladimir Putin deepen their Eurasian partnership, alongside Russia’s militarization and the urgent need for Europe to boost its defense...

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....

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 US 10-year Treasury note continued its climb, ending the week at 4.38%. The...

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 markets. We end our newsletter with a spotlight on commodities....

Weekly Market Update

Global Market News Global Equities Decline Global equities declined this week with the Dow Jones and S&P 500 dropping 2.68% and 0.96%, respectively, while the Nasdaq lowered only slightly by 0.16%. The US 10-year Treasury note rose several basis points, closing...

Weekly Market Update

Global Market News Global Equities Make Gains Global equities made modest gains over the week, holding near-record levels, with the Dow Jones and S&P 500 rising 0.96% and 0.85%, respectively, while the Nasdaq gained 0.80%. The US 10-year Treasury note was little...

The Wooden Nickel

The Wooden Nickel is a collection of roughly a handful of recenttopics 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....

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