Geopolitics & the Day After
To begin this week's newsletter, we examine the Federal Reserve's potential interest rate cuts, focusing on the consequences such cuts would have for the global economy. Then, we touch on the People's Bank of China (PBOC), which is grappling with a potential bubble in...
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....
Weekly Market Update
Global Market News Global Equities Make Gains Global equities made gains this week. The Dow Jones and S&P 500 increased 1.27% and 1.45% on the week, respectively, while the Nasdaq rose 1.40%. The US 10-year Treasury note continued its decline to 3.80%, and the...
Geopolitics & the Day After
To begin this week's newsletter, we examine Ukraine's recent offensive into Kursk, highlighting the geopolitical ramifications of the invasion. Then, we touch on markets, including what some analysts believe to be a "fools' rally" as well as the end of the iron ore...
CROSSROADS: At the Intersection of Geopolitics and Geoeconomics
Volume 7, Issue 8 Here is a summary of important events that unfolded over the last month, and which may affect economic, financial, and geopolitical issues in the months ahead. Furthermore, we share our thoughts on the market implications of the reported...
Weekly Market Update
Global Market News Global Equities Make Gains Global equities made significant gains this week amid receding recession fears. The Dow Jones and S&P 500 gained 2.94% and 3.93% on the week, respectively, while the Nasdaq climbed 5.29%. The US 10-year Treasury note...
Geopolitics & the Day After
To begin this week's newsletter, we examine the future of war and geopolitics, highlighting both advancements in autonomous weapons and theories of geopolitical blocs. Then, we touch on the threats that the US economy currently faces, from fears of recession to a...
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....
Weekly Market Update
Global Market News Global Equities Continue to Decline Global equities were only slightly lower on the week after gaining ground from Monday's sharp drop following fresh US economic data that calmed fears of a recession. The Dow Jones and S&P 500 lost 0.60% and...
Geopolitics & the Day After
To begin this week's newsletter, we examine the factors that triggered the global equity selloff that occurred earlier this week. Then, we touch on the recent election in Venezuela, which has been marred by accusations of widespread fraud. We then move on to a...
