CROSSROADS: US, Europe, China & India
North America Tensions with Canada and Mexico have escalated following Donald Trump’s threat to impose a 25% tariff on goods imported from both countries unless they enhance border security with the US. Canadian officials, including Prime Minister Justin Trudeau,...
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....
Weekly Market Update
Global Market News Global Equities Extend Rally Global equities made gains his week with the Nasdaq soaring 3.34% while the S&P 500 moderately gained 0.96%. On the other hand, the Dow Jones lost 0.60%. The US 10-year Treasury note dropped to 4.15%, its lowest...
Regional Market Watch
Welcome to our new bi-weekly newsletter which covers key developments in non-US markets. With this newsletter, we highlight corporate, debt, and monetary policy news in European, Asian, and Latin American markets. We end our newsletter with a spotlight on commodities....
Geopolitics & the Day After
In this week's newsletter, we first examine the outlook on global trade, highlighting Trump's potential trade wars and measures other countries could take in retaliation. Then, we move on to investment insights, from the Fed's worries about US debt to investment ideas...
From Homer and the Tragedians to Virgil and the Market Outlook (2025 and beyond)
In the first part of our assessment for 2025, our emphasis was ontroubling spots that could generate turmoil in the markets (such as oligopolistic and oligarchic structures that cancel market forces, inflationary built-in structures, unrestrained/unfounded optimism,...
Mystery Over Troubled Waters: Contemplating the Market Outlook Within Oligarchic Trajectories in 2025 (and beyond)
The US government recently won its case of alleged monopolization against Google. Probably the government’s argument can be better understood as a case of a monopoly within an oligopoly (given that only 3-4 search engines dominate web searches). Should we expect the...
Weekly Market Update
Global Market News Global Equities Make Gains Global equities made gains this week. The Dow Jones and S&P 500 rose 1.96% and 1.68%, respectively, while the Nasdaq increased 1.73%. The US 10-year Treasury note retreated to 4.41% over the week while the price of a...
Carbon Market News Roundup
COP29 Developments COP29 Negotiators Agree on Global Carbon Market Mechanism John Ainger, Bloomberg The push for climate taxes gets real in Baku Pilita Clark, The Financial Times Four Takeaways from COP29 Week One Climate Reality Project Global GHG...
Geopolitics & the Day After
In this week's newsletter, we first examine the future of global trade, given the uncertainty around Donald Trump's return to the White House and growing protectionist impulses around the world. Then, we move on to investment insights, from the risks facing the bond...
