Crossroads: At the Intersection of Geopolitics and Geoeconomics
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 ahead. Furthermore, we share our thoughts on the market implications of the reported developments. North America...
Weekly Market Update
Global Market News Global Equities Increase Global equities increased on the week. The Dow Jones and S&P 500 rose 1.62% and 1.36% on the week, respectively, while the Nasdaq gained 1.49%. The US 10-year Treasury note rose slightly to 3.74%, and the price of a...
Carbon Market News Roundup
Welcome to 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 previous issues, along with the rest of our commentaries, may be read here....
Geopolitics & the Day After
Welcome to a special edition of BlackSummit’s weekly newsletter, Geopolitics & the Day After. This week, we commemorate the 15th anniversary of the Great Financial Crisis, a seismic event that reshaped both the geoeconomic and geopolitical landscape. We begin by...
The Wooden Nickel: Mourning Intel
The Wooden Nickel is a collection of roughly a handful of recent topics that have caught our attention. This week we are focusing specifically on Intel given recent developments. Here you’ll find current, open-ended thoughts. We wish to use this piece as a way to...
Weekly Market Update
Global Equities Increase Global equities increased on the week, partly due to hopes of the Federal Reserve cutting interest rates in its upcoming September meeting. The Dow Jones and S&P 500 rose 2.60% and 4.02% on the week, respectively, while the Nasdaq gained...
Geopolitics & the Day After
To begin this week’s newsletter, we examine Mario Draghi’s recent report on the European Union's economy, and the suggestions that he makes to better position the bloc for the future. Then, we touch on the headwinds facing the US economy, from the disinversion of the...
Innovations, Valuations, and Epictetus: The Trap of Yearning Beyond Measure
What does the sharp fall over the course of a few days of tech-oriented stocks - as reflected below – represent? The Nasdaq dropped by 5.8% between September 2nd and September 6th, and several analysts pointed out that weak economic data may point to an imminent...
Weekly Market Update
Global Equities Decline Global equities declined on the week as volatility soared. The Dow Jones and S&P 500 dropped 2.93% and 4.25% on the week, respectively, while the Nasdaq lost 5.77%. The US 10-year Treasury note fell to end the week at 3.71%, and the price...
Geopolitics & the Day After
To begin this week's newsletter, we examine the crisis of poor governance around the world, highlighting the cases of Venezuela, Egypt, and sub-Saharan Africa, highlighting the global ramifications. Then, we touch on new technologies, from energy storage to new...
