Geopolitics & the Day After
In this week's newsletter, we first examine the outlook for 2025, given the apparent growing chaos around the world. Then, we move on to potential pitfalls in investing and the global economy, from trade tensions to ever-increasing debt burdens. We then shift our...
CROSSROADS: Middle East, Asia, Latin America, Sub-Saharan Africa
Middle East/North Africa Over the past month, Syrian rebels led by Hayat Tahrir al-Sham (HTS) advanced rapidly from Idlib to Damascus, toppling President Bashar al-Assad and marking the end of his 13-year rule on December 8th. HTS now controls most major cities along...
Weekly Market Update
Global Market News Global Equities Decline Global equities were slightly lower on the week. The Dow Jones and S&P 500 declined 1.82% and 0.64%, respectively. On the other hand, the Nasdaq rose 0.34% over the week, notching a record high above the 20,000 mark on...
Carbon Market News Round Up
In the last issue we focused on developments coming out from the COP29 Summit in Baku, Azerbaijan, as well as the challenges and glimmers of hope in the fight against climate change. In this issue, we explore developments in climate tech and investment, the...
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,...
