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 heated up last month after the US and several allies, including the European...
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, while the Nasdaq was a bit lower on the week, closing 1.11% down. The yield on...
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 initial thrust of the pandemic and today’s retreading of it. Foreign Policy asked 13...
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 Palazzo della Signiora – a long scaffold had been built. A great throng of people had...
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. The Nasdaq had an even better week, closing 2.84% up. On the other hand, the...
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 the Middle East. More specifically, we explore China’s new military ambitions,...
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 and PCE indices commentary about rising prices was revived, even if most...
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 and Dow Jones declined 0.97% and 0.52% respectively. The Nasdaq took a bigger hit this week, ending...
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 driving growth and, potentially, ushering us into a new era of productivity...
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 into sections as discussed below. We begin with an overall macroeconomic...
