Geopolitics and the Day After
Geopolitical tensions continue to reshape the global economy, with the effects of Russia's war in Ukraine continuing to impact the eurozone's financial stability, and China and its allies pushing forward with new ways to challenge US economic dominance. This week we...
Polyarchy at a Time of Geopolitical Cycles: Canceling the Noise, Part XXV (finale)
With the debt ceiling debacle behind us we are closing this series, as we are of the opinion that a new cycle for the American and the global economy is starting. The starting premise of this last commentary is that we need to view economic transitions in cycles that...
Fighting the Last War
The original iPhone, announced in January of 2007 and released in June of that year, was greeted with plenty of skepticism. Smartphones weren’t entirely brand new, even ones with touch screens, so it wasn’t easily foreseen what an outsider like Apple could provide....
Weekly Market Update
Global Market News Global equities make gains Global equities made gains this week as Republicans and Democrats came to an agreement to raise the US debt ceiling, staving off default. The S&P 500 and Dow Jones closed up 1.83% and 2.02%, respectively, while the...
Geopolitics & the Day After
This week, we begin by discussing the inflated price of financial assets, which may be cause for concern as the era of "cheap money" comes to an end in the face of geopolitical turmoil and financial uncertainty. We then examine some of this geopolitical turmoil by...
Lenses for Latin America
This week, we will be continuing our series on emerging economies with some thoughts on Latin America. In examining Latin America’s prospects this week, we present below four lenses through which one may begin to assemble a picture of the challenges and opportunities...
Geopolitics & the Day After
This week we examine how markets are holding up despite debt ceiling uncertainty and recessionary fears. We then look ahead to China's prospects in cooperating with established global institutions as well as the risks that China will soon face due to its rapidly aging...
The Debt Limit Debacle, the Surrender of Reason, the Pre-Socratics, and Puccini’s Tosca: Canceling the Noise, Not by Bread Alone, Part XXIV
Could Puccini’s opera Tosca (based on Sardou’s dramatic play La Tosca) be the prolegomenon of the debt limit debacle? There are plenty of twists in both the play and the libretto, and Puccini is a master of dramatizing those twists. How in the world could a reasonable...
Weekly Market Update
Global Market News Global equities make gains Global equities made gains this week, despite the US debt ceiling issue remaining unresolved. The S&P 500 and Dow Jones closed up 1.65% and 0.38%, respectively, while the Nasdaq gained 3.04%. The US 10-year Treasury...
Geopolitics & the Day After
May 18, 2023 The US debt ceiling standoff continues to make headlines, perhaps bringing more fear than is actually warranted, as we explore in this week's first entry. In other financial market news, we take a look at the concept of a digital euro which the ECB hopes...
