Weekly Market Update
Global Market News Global equities make gains Global equities were positive on the week despite a turn on Friday. The S&P 500 and Nasdaq rose 1.62% and 3.31% respectively, while the Dow Jones declined 0.15%. The yield on the US 10-year Treasury increased slightly...
Geopolitics & the Day After
In this week's edition of Geopolitics & the Day After, we cover a variety of topics shaping the progress, or lack thereof, of global economic growth, including the green energy transition, healthcare, Generative AI, and the state of China's economy. First, we...
From Theranos to FTX: How Fraud Teaches Us Proper Trust
It is remarkable how much we rely on trust to navigate our world. We trust that the person driving the bus is capable and licensed to drive, that the waiter taking our credit card does not use it later to pay for a new Xbox, that the men and women entrusted with our...
Weekly Market Update
Global Market News Global equities make gains Global equities were positive on the week as US growth data gave a boost of confidence to the markets. The S&P 500 and Dow Jones rose 2.47% and 1.81% respectively, while the Nasdaq rose 4.32%. The yield on the US...
Geopolitics & the Day After
This week we are continuing to assess the new era of world trade that is emerging from the rollback of globalization. The fragmentation of trade threatens to widen the technological gap between the developed and developing worlds, stifling innovation and impeding...
CROSSROADS
At the Intersection of Geopolitics and Geoeconomics January 24, 2023 | Volume 6, Issue 1 | Rachel Poole Mustor 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...
Geopolitics & the Day After
This week, we are paying special attention to the state of world trade. In a new report from the International Monetary Fund (the three parts of which we will be covering in our summaries over the next three weeks) highlights the slowdown in globalization and the...
Canceling the Noise, Not by Bread Alone: Part XIX
Are the markets sending signals that run contrary to downbeat expectations? The latter includes IMF estimates for a global slowdown accompanied by recessions around the world, announced layoffs, lower earnings, accumulated disappointments due to losses in both...
Weekly Market Update
Global Market News Global equities make gains Global equities rose on the week following reports that inflation is easing in the US. The S&P 500 and Dow Jones rose 2.67% and 2.00% respectively, while the Nasdaq rose 4.82%. The yield on the US 10-year Treasury...
Geopolitics & the Day After
With this week's edition of Geopolitics & the Day After, we are assessing today's trends to inform our understanding of what may come in 2023. While there are certainly risks, there are emerging opportunities that will forever shape the Day After. At the top of...