Geopolitics & the Day After
This week, we explore the financial, economic, and geopolitical state of the world. First, we discuss the ways that global finance, large companies, and energy commodities are changing in our new age of geopolitical and economic uncertainty. Then we move to an...
The Debt, the Fed, and that Sycophant Iago
Self-deception and evil are the two main characteristics of Shakespeare’s tragedy Othello. Like Otello (in Verdi’s opera) who defended Cyprus against the Ottomans (a pre-incarnation to Lawrence of Arabia) Othello nowadays - allegorically speaking - represents those...
Weekly Market Update
Global Market News Global equities make gains Global equities made gains this week. The S&P 500 notched record highs this week before lowering on Friday, but still posting a weekly gain of 1.06%. The Dow Jones increased 0.65% on the week, while the Nasdaq grew...
Geopolitics & the Day After
This week, we are examining several global and regional developments that lend insight into the state of world affairs. First, we discuss the takeaways from Davos, the gathering of the World Economic Forum in Switzerland. Then we move to an analysis of the expanding...
Market Paradoxes, Risks, and the Ming Dynasty: Technophilic Trends Meet Unpredictability and the Fear of Shocks
Last Friday, the S&P 500 reached an all-time high. However, the equal-weighted index of the S&P 500 is still below the old record (as shown in the graph to the right below). Moreover, the Russell 2000 is still in a bear market (more than 20% below its all-time...
Carbon Market News Roundup
January 19, 2023 | Volume 1, Issue 3 | The BlackSummit Team Welcome to the third issue of 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...
Geopolitics & the Day After
In this weeks edition of Geopolitics & the Day After, we examine a myriad of developments that may prove to be consequential for 2024. First, we discuss China's reaction to Taiwan's recent presidential election and the consequences for the global economy should...
CROSSROADS
At the Intersection of Geopolitics and Geoeconomics January 16, 2024 | Volume 7, Issue 1 | The BlackSummit Team Here is a summary of important events that unfolded over the last month, and which may affect economic, financial, and geopolitical issues in the months...
Weekly Market Update
Global Market News Global equities rise Global equities rose this week. The Dow Jones and S&P 500 grew 0.34% and 1.84% on the week, respectively, while the Nasdaq grew 3.09%. The US 10-year Treasury note fell under 4.00%, closing Friday at 3.94%. Meanwhile, the...
Geopolitics & the Day After
For 2024's first edition of Geopolitics & the Day After, we discuss the prospects for what the new year may hold. We begin with an examination of the record number of elections slated to take place around the world this year. Then, we look at the threat of a wider...