Publications

By: John E. Charalambakis | On: January 19, 2023 |

Canceling the Noise, Not by Bread Alone: Part XIX

Are the markets sending signals that run contrary to downbeat expectations? The latter includes IMF estimates for a global slowdown accompanied by recessions around the world, announced layoffs, lower earnings, accumulated […]

By: The BlackSummit Team | On: January 16, 2023 |

Weekly Market Update

Global Market News Global equities make gains Global equities rose on the week following reports that inflation is easing in the US. The S&P 500 and Dow Jones rose 2.67% […]

By: The BlackSummit Team | On: January 12, 2023 |

Geopolitics & the Day After

With this week’s edition of Geopolitics & the Day After, we are assessing today’s trends to inform our understanding of what may come in 2023. While there are certainly risks, there are […]

By: The BlackSummit Team | On: January 10, 2023 |

The Wooden Nickel: Payment Edition

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 […]

By: The BlackSummit Team | On: January 7, 2023 |

Weekly Market Update

Global Market News Global Equities Rise Global equities rose on the week after encouraging jobs data from the Department of Labor. The S&P 500 and Dow Jones rose 1.81% and […]

By: The BlackSummit Team | On: January 6, 2023 |

Geopolitics & the Day After

For this week’s look at the forces shaping the world in this new year, we explore the linkages between the multivariate systems of economics and politics. To begin, we explore […]

By: John E. Charalambakis | On: January 4, 2023 |

Lessons from 2022, and Initial Outlook for 2023: Canceling the Noise, Not by Bread Alone, Part XVIII

It is possible that last year marked a pivot in the markets’ trajectory that is being shaped by too much debt facilitated mainly by central banks, geopolitical risks, the deflating […]

By: John E. Charalambakis | On: December 31, 2022 |

The Inevitability of the Predictable Tragedy: A Conversation Among Matthew Arnold, Lord Acton, Canaletto, John Lukacs, and Angelo Roncalli

As I was approaching the gate for my end-of-year flight to Montevideo, I could clearly see ahead of me Matthew Arnold and Canaletto. What I couldn’t see was a painting […]

By: The BlackSummit Team | On: December 22, 2022 |

Geopolitics & the Day After

In observance of the holidays, there will not be a Geopolitics & the Day After circulated next week. Merry Christmas and a Happy New Year! As we round out 2022, […]

By: Rachel Poole | On: December 21, 2022 |

CROSSROADS

At the Intersection of Geopolitics and Geoeconomics December 21, 2022 | Volume 5, Issue 12 | Rachel Poole Mustor North America The House of Representatives Committee formed to investigate the […]

By: Rachel Poole | On: December 17, 2022 |

Weekly Market Update

Global Market News Global equities fall Global equities fell on the week as recession fears rose following the Fed’s latest rate increase. The S&P 500 and Dow Jones declined 2.08% […]