By: John E. Charalambakis | On: December 31, 2022 |
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 |
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 |
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 |
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% […]
By: The BlackSummit Team | On: December 15, 2022 |
Central banks, investors, and policymakers are coming to terms with the end of a “golden era” characterized by near-zero interest rates, low inflation, and economic growth. The global economy has […]
By: The BlackSummit Team | On: December 13, 2022 |
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: Rachel Poole | On: December 10, 2022 |
Global Market News Global equities decline Global equities were slightly down on the week. The S&P 500 and Dow Jones declined 2.25% and 2.77% respectively, while the Nasdaq dropped 3.44%. […]
By: The BlackSummit Team | On: December 8, 2022 |
December 8, 2022 A number of risks have emerged in global markets this year as the decades of low interest rates and central bank dominance are now behind us. As […]
By: John E. Charalambakis | On: December 6, 2022 |
What kind of conclusions could we draw by looking at the two images below? The first one relates the economy’s orders to the S&P 500. Orders could be considered a […]
By: The BlackSummit Team | On: December 1, 2022 |
As we enter December, we are looking ahead to see what the world’s current crises have to offer us in 2023. The Chinese people are beginning to protest after two […]
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 […]