Regional Market Watch
Welcome to our monthly newsletter which covers key developments in major 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....
Geopolitics & 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,...
Rising Market Concerns: Reflections from Otto von Bismarck’s Strategy
On September 2nd, 1870, Otto von Bismarck met Napoleon III outside Sedan. The French had lost the decisive battle of Sedan and surrendered. A few weeks later, the Germans advanced, laying siege to Paris. On January 18th, 1871, in Versailles (of all places), the new...
Weekly Market Update
Global Market News Global Equities Decline Global equities were lower on the week. The S&P 500 and Nasdaq declined 1.63% and 3.04%, respectively, and the Dow Jones decreased 1.21% on the week. The U.S. 10-year Treasury note ended the week steady at 4.10%,...
Carbon Market News Roundup
November 7, 2025 | Volume II, Issue 10 | The FACS Team Welcome to the November edition of the Carbon Market News Roundup, our monthly briefing on the evolving landscape of global carbon markets and climate-related regulation. Our previous issues, along with the...
Geopolitics & 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,...
Weekly Market Update
Global Market News Global Equities Rise Global equities made gains this week amid an extended U.S.-China trade détente and mostly good U.S. tech earnings. The S&P 500 and Nasdaq rose 0.71% and 2.24%, respectively, and the Dow Jones increased 0.75% on the week. The...
Geopolitics & 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,...
Leonardo on Opaque Systems, Questionable Returns, and the Kafkaesque Paradox
AI has a balance sheet problem: There is a fundamental discrepancy between the projected spending on AI and the corresponding projected revenues. No company can continue spending hundreds of billions of dollars (cumulatively trillions of dollars) and, in return,...
Geopolitics & the Day After
Geopolitical Concerns reviews the shift from a cycle of rising powers to an era of shared stagnation and decline, where aging nations face internal challenges and external volatility, leading to defensive posturing, strategic rivalries, and a focus on...
