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 Make Gains Global equities were broadly higher on the week amid reports that the U.S. and Iran are finalizing a memorandum of understanding to end the war. The U.S. 10-year Treasury yield declined six basis points to 4.48%, while...
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 Atrophy of a Pugnacious Shellacking: Mr. Warsh, Raise the Rates
Mickey came home in the early hours of Saturday. He told his folks that he had crashed the car they had just bought him. That same morning, his father wanted to demonstrate understanding, so they went and bought a brand-new car for Mickey. Three weeks later, Mickey...
Weekly Market Update
Global Market News Global Equities Decline Global equities were broadly negative this week, with equities dropping due to massive tech and semiconductor sell-offs. The S&P 500 and Nasdaq decreased 2.59% and 4.68% (its worst daily performance in over a year),...
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 issue...
Geopolitics & 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 Make Gains Global equities were broadly positive this week, with equities rising toward highs on optimism around a potential U.S.–Iran deal, easing oil prices, and continued strength in AI-driven tech stocks. The S&P 500 and...
