Geopolitics and 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,...

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 ahead....

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. Later this week, we will be publishing our...

Weekly Market Update

Global Market News Global Equities Decline Global equities ended the week lower. For the week, the S&P 500 fell 0.8%, the Nasdaq declined 0.7%, and the Dow Jones Industrial Average dropped 1.6%. The US 10-year Treasury yield rose to 4.97% from 4.73% a week...

Carbon Market News Roundup

Welcome to the latest edition of the Carbon Market News Roundup, our bi-weekly briefing on the evolving landscape of global carbon markets and climate-related regulation. Our previous issues, along with the rest of our commentaries, may be read here. Carbon markets...

Geopolitics and 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,...

Growth and Earnings Prospects: The Garden at the Crossroads of Voltaire and Camus

Whether we turn left or right, we see conflicts and tensions everywhere (Middle East, Ukraine, trade, rising yields, etc.). However, the global economy seems to be handling the pressures well and has taken it all in stride. Setbacks are corrected, and the tug of war...

Weekly Market Update

Global Market News Global Equities Gain Global equities ended the week modestly higher. For the week, the S&P 500 rose 0.1%, the Nasdaq gained 0.4%, and the Dow Jones Industrial Average fell 0.3%. The US 10-year Treasury yield rose to 4.78% from 4.73% a week...

Geopolitics and 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,...

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....

Market Volatility

So what is going on with the recent market volatility?  Is there anything to really be concerned about?  Well, it would seem that the global markets are tired from so many headlines.  Take your pick – European slowing economic growth, Ebola, expectations for rising...

Weekly Market Update

Market Action Equity markets in the major global economies continued their recent dismal performance. Concerns about global growth continue to weigh on markets as the IMF this week lowered growth forecasts for 2014 and 2015. The Dow Jones is now essentially flat for...

Weekly Market Update

Market Action A better than expected jobs report released on Friday provided some good news for markets. All major equity markets in the U.S. were down on the week. European markets also declined this past week. Scant information from Mario Draghi on an asset purchase...

Weekly Market Update

Market Action U.S. equity markets experienced considerable swings this week. The Dow saw triple digit falls and increases multiple times. Friday saw markets recovering losses but still ended down on the week. Economic growth for the U.S. was revised even higher for...

Weekly Market Update

Market Action Stocks in the US returned to posting gains during the week. Janet Yellen’s press conference on Thursday showed no definitive sign of monetary tightening, boosting markets. Other major markets also gained during the week. The continued depreciation of the...

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