Geopolitics & the Day After
Geopolitical Concerns examines Russia’s drone-driven warfare in Ukraine, rising Arctic tensions, and shifting global alliances from the Middle East to Asia and Latin America, underscoring the growing complexity and volatility of today’s geopolitical...
In Search for Geopolitical & Geoeconomic Tipping Points: Thomas Mann’s Reflections
Some have described Thomas Mann’s book Mario and the Magician as one of the finest novels written in the 20th century (for a brief summary of the book, see the end of the commentary). Most certainly, when it was written in 1929, it was a pivotal moment in...
Geopolitics & the Day After
Geopolitical Concerns examines how the liberal, rules-based international order is fracturing as authoritarian assertiveness, shifting alliances, and Western disunity reshape global power dynamics. Geoeconomics explores the rising volatility...
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...
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. Tomorrow, we will be publishing our Crossroads...
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
Geopolitical Concerns explores events over the last week that have highlighted the growing instability of the global order, with actions by Israel and Russia coupled with weakened multilateral institutions and shifting power dynamics. Geoeconomics takes 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 make formal proclamations or projections....
Weekly Market Update
Global Market News Global Equities Make Gains Global equities made gains this week as investors are pricing in a 90% chance of a quarter-point rate cut by the Federal Reserve next week. The S&P 500 and Nasdaq ended the week up 1.59% and 2.03%, respectively, both...
Geopolitics & the Day After
Geopolitical Concerns looks at the tensions that have surged globally this week as the U.S. shifted defense priorities away from Europe, while China, Russia, North Korea, and Iran signaled deeper alignment, and political instability rattled France and Japan...
