Spiking Yields Amid Market Upbeat Rhythms

Yesterday, the 10-year Treasury broke its recent record (not seen since 2007) and reached a level of 5.326%. This is the highest level since 2002, and the question is whether such an upswing could reverse the gains in the stock market, given the rising borrowing costs...

Weekly Market Update

Global Market News Global Equities Decline Global equities ended the week lower. For the week, the S&P 500 fell 0.3% and the Dow Jones Industrial Average fell 1.3%, although the Nasdaq gained 0.5%. The US 10-year Treasury yield rose to 5.28% from 5.18% a week...

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. For the week, the S&P 500 rose 1.2%, the Nasdaq gained 2.1%, and the Dow Jones Industrial Average fell 0.3%. The US 10-year Treasury yield rose to 5.17% from 4.99% a week earlier, while...

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. This fortnight’s...

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,...

Market’s Mean Reversion, Camus, and Geopolitics

The pricing/mispricing of securities does not simply reflect numbers (earnings, volatility, risks, prospects, economic and financial trajectories, etc.) but rather tell a story. Sometimes this story is about the promises of a brilliant future (“the sector has entered...

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...

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...

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...

Weekly Market Update

Global Equities Decline Global equities declined on the week as volatility soared. The Dow Jones and S&P 500 dropped 2.93% and 4.25% on the week, respectively, while the Nasdaq lost 5.77%. The US 10-year Treasury note fell to end the week at 3.71%, and the price...

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