Geopolitics & the Day After
As David Miliband presents in his New York Times article reviewed below, we have entered the Age of Impunity - an era where autocrats exercise power without accountability. Whether it be through war, human rights abuse, unaccountable governance, economic exploitation,...
The Anatomy of Underpinning Upheavals: Part I, China and the Balance of Power
Over the course of the next few weeks, we will be discussing the changes we are undergoing on a global scale as well as the forthcoming changes that are affecting all markets and portfolios. Those changes are marked by solid foundations laid below ground level which,...
Weekly Market Update
Global Market News Global equities decline Global equities were lower on the week as investors priced in additional rate hikes from central banks due to stubborn inflation. The S&P 500 and Dow Jones were down 2.67% and 2.99% respectively, while the Nasdaq dropped...
Geopolitics & the Day After
As we approach the one-year anniversary of Russia's invasion of Ukraine, we are taking a look at the great-power dynamics that have emerged from the crisis. Throughout the last year, Putin has made it clear that it isn't just Ukraine he is fighting; Russia's primary...
Market Plays in a Machiavellian Garden with Aristotelian Fences
When we read market headlines nowadays, the focus is on inflation and the direction of interest rates. The stickiness of prices, as demonstrated by the slowdown in the decline of the inflation rate, may reflect forces ranging from strong demand, supply pressures, low...
CROSSROADS
At the Intersection of Geopolitics and Geoeconomics February 18, 2023Â | Volume 6, Issue 2 |Â 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...
Geopolitics & the Day After
February 16, 2023 While we have primarily focused on economic and financial challenges in our last few newsletters, we narrow in on some important geopolitical trends shaping the global world order. First, we analyze the domestic and external challenges facing...
Weekly Market Update
Global Market News Global equities decline Global equities were lower on the week. The S&P 500 and Dow Jones were down 1.11% and 0.17% respectively, while the Nasdaq dropped 2.41%. The yield on the US 10-year Treasury jumped up several basis points to 3.74%. The...
Geopolitics & the Day After
This week we are diving into several headline-making stories, including the fallout of the Adani Group in India, Abu Dhabi's meteoric and somewhat suspicious stock market rise thanks to the IHC group, and the AI race that is heating up following news about OpenAI's...
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....
