Geopolitics & the Day After
This week we are continuing to assess the new era of world trade that is emerging from the rollback of globalization. The fragmentation of trade threatens to widen the technological gap between the developed and developing worlds, stifling innovation and impeding...
CROSSROADS
At the Intersection of Geopolitics and Geoeconomics January 24, 2023 | Volume 6, Issue 1 | Rachel Poole Mustor 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...
Geopolitics & the Day After
This week, we are paying special attention to the state of world trade. In a new report from the International Monetary Fund (the three parts of which we will be covering in our summaries over the next three weeks) highlights the slowdown in globalization and the...
Canceling the Noise, Not by Bread Alone: Part XIX
Are the markets sending signals that run contrary to downbeat expectations? The latter includes IMF estimates for a global slowdown accompanied by recessions around the world, announced layoffs, lower earnings, accumulated disappointments due to losses in both...
Weekly Market Update
Global Market News Global equities make gains Global equities rose on the week following reports that inflation is easing in the US. The S&P 500 and Dow Jones rose 2.67% and 2.00% respectively, while the Nasdaq rose 4.82%. The yield on the US 10-year Treasury...
Geopolitics & the Day After
With this week's edition of Geopolitics & the Day After, we are assessing today's trends to inform our understanding of what may come in 2023. While there are certainly risks, there are emerging opportunities that will forever shape the Day After. At the top of...
The Wooden Nickel: Payment Edition
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. This...
Weekly Market Update
Global Market News Global Equities Rise Global equities rose on the week after encouraging jobs data from the Department of Labor. The S&P 500 and Dow Jones rose 1.81% and 1.49% respectively, while the Nasdaq rose 1.57%. The yield on the US 10-year Treasury...
Geopolitics & the Day After
For this week's look at the forces shaping the world in this new year, we explore the linkages between the multivariate systems of economics and politics. To begin, we explore the so-called "New Cold War" between the US and China, an increasingly intense competition...
Lessons from 2022, and Initial Outlook for 2023: Canceling the Noise, Not by Bread Alone, Part XVIII
It is possible that last year marked a pivot in the markets’ trajectory that is being shaped by too much debt facilitated mainly by central banks, geopolitical risks, the deflating of paper-asset prices, the collapse of cryptocurrencies, the limited rising of...
