Geopolitics & the Day After
This week in Geopolitical Concerns, we examine Europe’s dramatic economic shift with the €800 billion “ReArm Europe” initiative, Turkey’s accelerating autocratization following the arrest of Istanbul’s mayor, the collapse of the Gaza ceasefire, and Russia’s expanding...
The Dollar and Contemporary Market Reflections: An Attempt to Understand Developments Using the Lenses of Henry IV
The main message of this commentary is that the strength of the dollar holds the keys to the future. In 1985, a coordinated intervention to bring down the value of the dollar was sealed in what I consider to be the infamous Plaza Accord. Chairman Paul Volcker once...
Bi-Weekly Market Update
US Equity Markets The S&P 500 temporarily entered correction territory as investors assessed economic risks and the Fed’s response to potential inflation and slowing growth. Growth concerns and increasing recession fears were amplified by comments from President...
Regional Market Watch
European Markets Corporate and Business News Eurozone investor morale improved significantly in March, with the Sentix index rising to -2.9 from -12.7 in February, exceeding expectations of -8.4. European markets closed lower on Friday led by declines in the travel...
Geopolitics & the Day After
This week in Geopolitical Concerns, we examine the growing alignment among China, Iran, North Korea, and Russia—the so-called “axis of upheaval”—and its implications for global security, alongside escalating U.S.-Iran tensions as the JCPOA nears expiration. In...
CROSSROADS: Middle East, Asia, Latin America, Sub-Saharan Africa
Middle East/North Africa Syria’s government reached a deal with the Kurdish-led Syrian Democratic Forces (SDF) to integrate the group into the national army, recognizing Kurdish rights and placing the north-east region under government control for the first time since...
CROSSROADS: US, Europe, China & India
North America The S&P 500 officially entered a correction after plunging 10% in just 16 days, marking the seventh-fastest decline since 1929, with similar rapid selloffs occurring under President Trump in 2018 and 2020. Last week the index fell again,...
Weekly Market Update
Global Market News Global Equities Down Global equities were down on the week amidst continued uncertainty surrounding economic policies and geopolitical tensions.. The S&P 500 and Nasdaq lost 2.27% and 2.43%, respectively, and the Dow Jones fell 3.07%. The US...
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 this week's newsletter, our Geopolitics section explores the decline of American soft power under President Trump's leadership, with a focus on his transactional approach to international relations and its impact on NATO. We also analyze Germany's significant...
