Regional Market Watch

Welcome to our monthly newsletter which covers key developments in major non-US markets. With this newsletter, we highlight corporate, debt, and monetary policy news in European, Asian, and Latin American markets. We end this piece with a spotlight on commodities....

Geopolitics and 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,...

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....

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...

Geopolitics and 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,...

Weekly Market Update

Global Market News Global Equities Gain Global equities ended the week higher amid strong earnings reports and a weak July jobs report. The US 10-year Treasury note fell to 4.65% from 4.73% a week ago, and West Texas Intermediate crude fell to $83.55 per barrel....

Geopolitics and 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 Gain Global equities end the week modestly higher amid exceptionally strong earnings reports, even as bond yields tick up. The US 10-year Treasury note rose to 4.73% from 4.68% a week ago, and West Texas Intermediate crude fell $4 to...

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. The EU's July 17...

Weekly Market Update

Global Market News Global Equities Decline Global equities declined on the week, with the Dow Jones and S&P 500 losing 0.15% and 1.37%, respectively, while the Nasdaq dropped 1.50%. The US 10-year Treasury note continued its climb, ending the week at 4.38%. The...

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

We begin this week’s newsletter by examining the outcome of several elections around the globe, including Japan, Georgia, and Bulgaria. Next, we turn our focus to the fraught world of investing, as gold and Bitcoin rise while volatility remains elevated. We then...

Weekly Market Update

Global Market News Global Equities Decline Global equities declined this week with the Dow Jones and S&P 500 dropping 2.68% and 0.96%, respectively, while the Nasdaq lowered only slightly by 0.16%. The US 10-year Treasury note rose several basis points, closing...

Geopolitics & the Day After

We begin this week’s newsletter by examining the challenges and potential of the BRICS nations in the global arena. Next, we turn our focus to the implications of aging populations and technological advancements on the global economy. We then explore the complex...

Weekly Market Update

Global Market News Global Equities Make Gains Global equities made modest gains over the week, holding near-record levels, with the Dow Jones and S&P 500 rising 0.96% and 0.85%, respectively, while the Nasdaq gained 0.80%. The US 10-year Treasury note was little...

The Wooden Nickel

The Wooden Nickel is a collection of roughly a handful of recenttopics 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 formal proclamations or projections. 1....

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