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...
The Inevitability of the Predictable Tragedy: A Conversation Among Matthew Arnold, Lord Acton, Canaletto, John Lukacs, and Angelo Roncalli
As I was approaching the gate for my end-of-year flight to Montevideo, I could clearly see ahead of me Matthew Arnold and Canaletto. What I couldn’t see was a painting that Matthew Arnold was showing to Canaletto. As it has been happening for the last ten years in...
Geopolitics & the Day After
In observance of the holidays, there will not be a Geopolitics & the Day After circulated next week. Merry Christmas and a Happy New Year! As we round out 2022, economic instability continues and promises to create new challenges in the new year. America and...
CROSSROADS
At the Intersection of Geopolitics and Geoeconomics December 21, 2022 | Volume 5, Issue 12 | Rachel Poole Mustor North America The House of Representatives Committee formed to investigate the attack on the US Capitol on January 6th, 2021, has recommended that the...
Weekly Market Update
Global Market News Global equities fall Global equities fell on the week as recession fears rose following the Fed's latest rate increase. The S&P 500 and Dow Jones declined 2.08% and 1.66% respectively, while the Nasdaq dropped 2.72%. The yield on the US 10-year...
Geopolitics & the Day After
Central banks, investors, and policymakers are coming to terms with the end of a "golden era" characterized by near-zero interest rates, low inflation, and economic growth. The global economy has been shaken up by geopolitical conflict, commodities shocks, and...
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. 1....
Weekly Market Update
Global Market News Global equities decline Global equities were slightly down on the week. The S&P 500 and Dow Jones declined 2.25% and 2.77% respectively, while the Nasdaq dropped 3.44%. The yield on the US 10-year Treasury ended the week at 3.58%. The price of a...
Geopolitics & the Day After
December 8, 2022 A number of risks have emerged in global markets this year as the decades of low interest rates and central bank dominance are now behind us. As we enter 2023, central bankers, policymakers, and investors are trying to identify the next market...
