Publications

By: Rachel Poole | On: September 19, 2021 |

Weekly Market Update

Global Market News Global equities down on the weekGlobal equities were slightly down on the week. The S&P 500 and Dow Jones dropped 0.57% and 0.07%, respectively, while the Nasdaq […]

By: Rachel Poole | On: September 16, 2021 |

Geopolitical Challenges and Statecraft

The Biden administration is keen on revitalizing American foreign policy and restoring the country’s global leadership position. To do so, the US will have to invest time, money, and political […]

By: John E. Charalambakis | On: September 14, 2021 |

When Leo Caprivi Replaced Otto von Bismarck: Bellicose Transitions, Pivots, and the Markets

The world got almost everything wrong about Xi Jinping prior to 2012 and even a few years after Xi took over China’s leadership. By 2017, it was clear that the […]

By: Rachel Poole | On: September 11, 2021 |

Weekly Market Update

Global Market News Global equities down on the week Global equities lost ground this week. The S&P 500 and Dow Jones dropped 1.69% and 2.15%, respectively, while the Nasdaq closed […]

By: Rachel Poole | On: September 9, 2021 |

The Day After & the Era of Transformation

Here is our take on the articles summarized below:  As we move into the final third of 2021, the continual advance of change has only accelerated. While the “meme stock” craze […]

By: Rachel Poole | On: September 7, 2021 |

Crossroads: At the Intersection of Geopolitical 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 The US […]

By: Rachel Poole | On: September 7, 2021 |

Weekly Market Update

Global Market News Global equities make gainsGlobal equities advanced this week, marking the seventh consecutive month of gains. The S&P 500 rose 0.58% on the week while the Dow Jones […]

By: Rachel Poole | On: September 2, 2021 |

Geopolitical Challenges and Statecraft

As Germany gears up for federal elections this month, we take a look at the top candidates seeking to fill Chancellor Angela Merkel’s shoes. Her successor will not only take […]

By: John E. Charalambakis | On: August 31, 2021 |

Digital Currencies, T.S. Eliot, and the Land of Endless Money: Part II

In our August 10th commentary we touched on the parallels between T.S. Eliot’s poem Waste Land and the rehypothecation of assets/bonds (a dangerous endeavor that could undermine financial stability). Furthermore, […]

By: Rachel Poole | On: August 28, 2021 |

Weekly Market Update

Global Market News Global equities make gains Global equities made gains this week. The S&P 500 and Dow Jones both gained 1.52% and 0.96% respectively, while the Nasdaq soared, closing […]

By: Rachel Poole | On: August 26, 2021 |

The Day After & the Era of Transformation

Here is our take on the articles summarized below:  As the stability of the global economic system is increasingly shaken, more and more potential outcomes are becoming “known unknowns” – […]