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 Gain Global equities end the week modestly higher amid exceptionally strong earnings reports, even as bond yields tick up. The US 10-year Treasury note rose to 4.73% from 4.68% a week ago, and West Texas Intermediate crude fell $4 to...

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. The EU's July 17...

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,...

Market Peak? Seneca on Developments & Risk-Reward Considerations

Which are the latest developments that shape the markets’ risk-reward trajectory? Let’s review some of them: War and geopolitics Energy (declining stockpiles, rising prices) Inflationary pressures from non-energy sources Rising long-term yields Questions related to...

Weekly Market Update

Global Market News Global Equities Decline Global equities end the week modestly lower amid surging oil prices and bond yields. Earnings reports were positive and the US 10-year Treasury note rose 13 basis points to 4.68%. West Texas Intermediate crude added $8 to...

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,...

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...

Regional Market Watch

Welcome to our monthly newsletter which covers key developments in major non-US markets. With this newsletter, we highlight corporate, debt, and monetary policy news in European, Asian, and Latin American markets. We end this piece with a spotlight on commodities....

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 formal proclamations or projections. 1....

Weekly Market Update

Global Market News Global equities fall Global equities fell in the first week of the year. The Dow Jones and S&P 500 declined 0.59% and 1.52% on the week, respectively, while the Nasdaq dropped 3.25%. The US 10-year Treasury note rose back up to over 4.00%,...

Weekly Market Update

The BlackSummit Team | December 23, 2023 Global Market News Global equities make gains Global equities made modest gains. The Dow Jones and S&P 500 increased 0.22% and 0.75% on the week, respectively, while the Nasdaq rose 1.21%. The US 10-year Treasury note was...

CROSSROADS

At the Intersection of Geopolitics and Geoeconomics December 19, 2023 | Volume 6, Issue 11 | The BlackSummit Team Here is a summary of important events that unfolded over the last month, and which may affect economic, financial, and geopolitical issues in the months...

Carbon Market News Roundup

December 18, 2023 | Volume 1, Issue 2 | The BlackSummit Team Welcome to the second issue of our new monthly newsletter, Carbon Market News Roundup, the goal of which is to introduce our audience to a new asset class market in the making: the carbon market. Our first...

Weekly Market Update

Global Market News Global equities make gains Global equities made gains this week with several indices rising and the 10-year Treasury note falling as the Fed signaled rate cuts in 2024. The Dow Jones and S&P 500 increased 2.92% and 2.49% on the week,...

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