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,...
Mystery Over Troubled Waters: Contemplating the Market Outlook Within Oligarchic Trajectories in 2025 (and beyond)
The US government recently won its case of alleged monopolization against Google. Probably the government’s argument can be better understood as a case of a monopoly within an oligopoly (given that only 3-4 search engines dominate web searches). Should we expect the...
Weekly Market Update
Global Market News Global Equities Make Gains Global equities made gains this week. The Dow Jones and S&P 500 rose 1.96% and 1.68%, respectively, while the Nasdaq increased 1.73%. The US 10-year Treasury note retreated to 4.41% over the week while the price of a...
Carbon Market News Roundup
COP29 Developments COP29 Negotiators Agree on Global Carbon Market Mechanism John Ainger, Bloomberg The push for climate taxes gets real in Baku Pilita Clark, The Financial Times Four Takeaways from COP29 Week One Climate Reality Project Global GHG...
Geopolitics & the Day After
In this week's newsletter, we first examine the future of global trade, given the uncertainty around Donald Trump's return to the White House and growing protectionist impulses around the world. Then, we move on to investment insights, from the risks facing the bond...
CROSSROADS: Middle East, Asia, Latin America, Sub-Saharan Africa
At the Intersection of Geopolitics and Geoeconomics Middle East/North Africa Amidst the ongoing Israel-Hamas war, Israeli Prime Minister Benjamin Netanyahu dismissed Defense Minister Yoav Gallant due to disagreements over the war's management, replacing him with...
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
With the confirmation of Donald Trump's election win, the world is assessing what a second Trump administration will bring. In this week's newsletter, we take a look at what economists and foreign policy analysts believe the future holds for both the US and the world...
CROSSROADS: US, Europe, China & India
At the Intersection of Geopolitics and Geoeconomics North America In the 2024 US elections, Donald Trump surprised many by winning swing states decisively, outperforming expectations despite polls predicting a tight race. His success was largely driven by...
Weekly Market Update
Global Market News Global Equities Make Gains Global equities were substantially higher on the week following Donald Trump's election win as investors anticipate pro-growth policies in a second Trump administration. The Dow Jones and S&P 500 rose 4.61% and 4.66%,...
