By: Rachel Poole | On: November 13, 2021 |
Global Market News Global equities fall shortGlobal equities fell short this week, ending a 5-week winning streak. The S&P 500 and Dow Jones fell 0.31% and 0.63%, respectively, while the […]
By: Rachel Poole | On: November 11, 2021 |
As we have written on previous occasions, we believe the “Era of Transformation” which gives this newsletter its name is a multifaceted shift away from old dynamics to a new […]
By: Rachel Poole | On: November 6, 2021 |
Global Market News Global equities make gainsGlobal equities had another week of gains, establishing new highs after the Federal Reserve announced that it would reduce the pace of its bond-buying program. The […]
By: Rachel Poole | On: November 5, 2021 |
Destabilizing forces by definition have complicated interactions and unforeseeable consequences. For this week’s geopolitical look, we examine several destabilizing currents in the world today: the US-China rivalry, water insecurity, and […]
By: Rachel Poole | On: November 4, 2021 |
At the Intersection of Geopolitics and Geoeconomics North America US President Joe Biden unveiled a $1.85 trillion economic and environmental spending package last week, hoping to rally support from holdout […]
By: Rachel Poole | On: October 28, 2021 |
With world leaders set to meet in Glasgow tomorrow to discuss the next wave of climate policy, much of the nation’s energy has been focused on climate policy. We begin […]
By: John E. Charalambakis | On: October 26, 2021 |
In the distance, Faust saw something like a flickering orange light. “There must be a fire, out there” he thought, and suddenly Mephistopheles appeared, by stating the obvious: “Yes, of […]
By: Rachel Poole | On: October 23, 2021 |
Global Market News Global equities make gainsGlobal equities made gains after a week of positive third-quarter earnings results. The S&P 500 and Dow Jones gained 1.64% and 1.08%, respectively, while […]
By: Rachel Poole | On: October 21, 2021 |
It is no secret that China is the Biden Administration’s number one foreign policy challenge. Despite intense international backlash, China has demonstrated time and time again that it has no […]
By: John E. Charalambakis | On: October 19, 2021 |
By: Nicolas Abdelhak, Mohamed Ramzi, John Charalambakis “The only thing that is constant is change” – Heraclitus What is that common theme in Mozart’s Don Giovanni and in Goethe’s Faust? […]
By: John E. Charalambakis | On: November 9, 2021 |
Portfolio Navigation Before Year’s End: Reflections from Augustus and Faust, Part II
Over the course of the last few days, a good chunk of the economic analysis has been focusing on the breakeven inflation rate, a.k.a. the investors’ sentiment and inflationary expectations […]