Geopolitics & the Day After
Welcome to this week’s edition of Geopolitics & the Day After. Each week, we curate and synthesize key developments from global politics, economics, and financial markets, drawing from a wide range of trusted sources. Our goal is to provide you with a clear,...
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 make formal proclamations or projections....
Weekly Market Update
Global Market News Global Equities Make Gains Global equities were broadly positive this week, with equities rising toward highs on optimism around a potential U.S.–Iran deal, easing oil prices, and continued strength in AI-driven tech stocks. The S&P 500 and...
Geopolitics & the Day After
Welcome to this week’s edition of Geopolitics & the Day After. Each week, we curate and synthesize key developments from global politics, economics, and financial markets, drawing from a wide range of trusted sources. Our goal is to provide you with a clear,...
Market Mosaics & Timomachus: Equity Optimism and Rising Yields
The Agricultural and Industrial Revolutions changed the economic, financial, political, social, and scientific landscapes when they took place in the 18th and 19th centuries. AI is destined to have the same impact. It has already made its significant mark in research...
Weekly Market Update
Global Market News Global Equities Make Gains Global equities made gains this week, trading near record highs. The S&P 500 and Nasdaq increased 0.45% and 0.88%, respectively, while the Dow Jones gained 2.13%. The US 10-year Treasury was little changed at 4.56%,...
CROSSROADS: Middle East, Asia, Latin America, Sub-Saharan Africa
Here is a summary of the most important events that unfolded over the last month in the Middle East/North Africa, Asia (ex-China/India/Japan), Latin America, and Sub-Saharan Africa, and which may affect economic, financial, and geopolitical issues in the months ahead....
Geopolitics & the Day After
Welcome to this week’s edition of Geopolitics & the Day After. Each week, we curate and synthesize key developments from global politics, economics, and financial markets, drawing from a wide range of trusted sources. Our goal is to provide you with a clear,...
Carbon Market News Roundup
Welcome to the latest edition of the Carbon Market News Roundup, our bi-weekly briefing on the evolving landscape of global carbon markets and climate-related regulation. Our previous issues, along with the rest of our commentaries, may be read here. In this issue, we...
CROSSROADS: North America, Europe, China, India & Japan
Here is a summary of the most important events that unfolded over the last month in North America, Europe, India, China, and Japan and which may affect economic, financial, and geopolitical issues in the months ahead. Later this week, we will be publishing our...
