Weekly Market Update
Global Market News Global Equities Increase Global equities increased on the week, trading near record levels. The Dow Jones and S&P 500 rose 0.59% and 0.62%, respectively, while the Nasdaq gained 0.95%. The US 10-year Treasury note rose slightly to 3.75%, and the...
Geopolitics & the Day After
We begin this week's newsletter by examining the different reactions, from investors to other central banks, to the Federal Reserve's recent rate cut. Next, we turn our focus to the recent escalation of hostilities between Israel and Hezbollah, highlighting the...
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...
