Publications
By: Rachel Poole | On: July 22, 2021 |
Geopolitical Challenges and Statecraft
The articles we have selected this week cover a range of foreign policy issues at the top of the Biden administration’s agenda including climate change, Chinese aggression, and stability in […]
By: Joel Charalambakis | On: July 20, 2021 |
Some (More) Thoughts About Inflation
There haven’t been many macroeconomic topics on top of investors, economists, and analysts’ minds in 2021 than inflation. After more than a decade of minimal inflation documented within the CPI […]
By: Rachel Poole | On: July 17, 2021 |
Weekly Market Update
Global Market News Global equities down on the week Global equities ended down on the week amid fears of a Covid-19 resurgence and a jump in inflation. The S&P 500 […]
By: Rachel Poole | On: July 15, 2021 |
The Day After & the Era of Transformation
Rachel Poole and Eleni Buss Here is our take on the articles summarized below: As the global economy emerges from the Covid-19 pandemic, new technologies and innovation across sectors are […]
By: Rachel Poole | On: July 10, 2021 |
Weekly Market Update
Global Market News Global equities have mixed weekGlobal equities had a volatile week as US bond yields unexpectedly dropped. The S&P 500 and Dow Jones barely edged up 0.40% and […]
By: Rachel Poole | On: July 8, 2021 |
Geopolitical Challenges and Statecraft
In our article summaries this week, we begin once again by focusing on China as a fulcrum of the liberalism-autocracy battle being waged on the international stage, specifically focusing on […]
By: Rachel Poole | On: July 6, 2021 |
Crossroads: At the Intersection of Geopolitics and Geoeconomics
Here is a summary of the most important events that unfolded last month, and which may affect economic, financial and geopolitical issues in the months ahead: North America At a […]
By: Rachel Poole | On: July 1, 2021 |
The Day After & the Era of Transformation
Here is our take on the articles summarized below: In an epoch marked by rapid changes in many aspects of life, the status quo has been challenged in nearly every […]
By: John E. Charalambakis | On: June 29, 2021 |
On the Fear Gauge, Germany’s Lamentation, and Chinese Celebrations
A survey conducted by Bank of America among over 200 fund managers revealed that the grand majority of them significantly trimmed their bond holdings. The reasoning behind such trimming is […]
By: Rachel Poole | On: June 26, 2021 |
Weekly Market Update
Global Market News Global equities reboundGlobal equities rebounded this week. Both the S&P 500 and Dow Jones rose this week, 2.74% and 3.44% respectively. The Nasdaq also gained, closing 2.35% […]
By: John E. Charalambakis | On: July 13, 2021 |
Economic & Market Outlook, Mid-Year 2021
John E. Charalambakis, Mohamed Ramzi Roshdi, Nicolas Abdelhak, & Eleni Buss As we look ahead towards assessing the markets’ outlook for the remainder of 2021, we have split our analysis […]