Publications

By: Rachel Poole | On: August 3, 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 US-China tensions […]

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

Weekly Market Update

Global Market News Global equities slightly down on the week Global equities were slightly down on the week. The S&P 500 and Dow Jones both ended down 0.37% and 0.36% respectively, […]

By: Rachel Poole | On: July 29, 2021 |

The Day After & the Era of Transformation

Here is our take on the articles summarized below:  The concerning spread of the Delta variant of Covid-19 has many reflecting on the multitude of changes caused by both the […]

By: John E. Charalambakis | On: July 27, 2021 |

Avoiding a Prato Day in the Markets: The Day Machiavelli Comprehended Aristotle’s Notion of the One, the Few, and the Many

Machiavelli stood in one of the corners of the famous square convinced that nothing fails like success. The calendar read May 23, 1498. Outside Florence’s city hall – the famous […]

By: Rachel Poole | On: July 24, 2021 |

Weekly Market Update

Global Market News Global equities gainGlobal equities posted impressive gains this week even after a steep drop on Monday. The S&P 500 and Dow Jones gained 1.96% and 1.08% respectively. […]

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: 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 […]

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 […]