Geopolitical Challenges and Statecraft
The world’s ability to confront and solve global crises has been severely weakened as multilateralism is being crushed under the weight of great power rivalries. Yet, the war in Ukraine, the Covid-19 pandemic, and humanitarian crises created by civil wars in the...
Downturn: Monetary Regimes, Disintermediation, and Financial Markets
Many commentators have been discussing lately the similarities between the 1970s and the inflationary pressures of today. Others have expanded their analysis by incorporating stagflationary issues into their comments. We certainly can see some similarities to the...
The Day After & the Era of Transformation
Introduction: For this week’s look at the Day After, our articles are divided into two topics. The first topic, explored in our first article, is a global economic slowdown in which inflation and the pandemic’s aftereffects have worn on economic growth, risking...
Crossroads
At the Intersection of Geopolitics and Geoeconomics May 11, 2022 | Volume 5, Issue 5| Rachel Poole Here is a summary of the most important events that unfolded over the last month, and which may affect economic, financial and geopolitical issues in the months ahead:...
Weekly Market Update
Global Market News Global equities decline in volatile week Amid large intraday swings, global equities declined on the week as rising interest rates and oil prices rocked the markets. The S&P 500 and Dow Jones closed the week down 0.21% and 0.24% respectively,...
Canceling the Noise; Not by Bread Alone Part X
Thursday, May 5th was quite brutal for both stocks and bonds. The Nasdaq dropped by 5% while the S&P 500 lost 3.6%. Of course, that was after Wednesday’s unexpected rally. The markets are looking for direction and for an equilibrium from where they could start a...
Geopolitical Challenges and Statecraft
The events unfolding in Ukraine today are decades in the making. Since Putin has been in power, he has made it very clear that he not only thinks of Ukraine as an illegitimate state, but he also believes the West has not given Russia nor himself the credit, power, and...
Yes, Market Timing is Still a Bad Idea
I received an interesting memo from our "Questions No One is Asking" department this week: Is market timing really all that bad? "Of course it is," I scoffed. "Any freshman finance major could tell you that!" But before I threw the memo away, a headline caught my eye:...
Canceling the Noise; Not by Bread Alone Part IX
We all know it by now. The Nasdaq lost 13% just in the month of April and is down more than 21% since the start of the year. As for the S&P 500, it lost almost 9% in April alone. Darlings like Nvidia and PayPal are down 32% and 24% respectively since the beginning...
Weekly Market Update
Global Market News Global equities continue fallingGlobal equities declined this week, with the S&P 500 marking its worst January to April performance since 1939 and the Nasdaq posting its worst four-month start to the year ever. The S&P 500 and Dow Jones...
