Geopolitical Challenges and Statecraft
For this week’s geopolitical look, we take a look at the “bad guys” of the international stage. We begin with an analysis of the de facto blockade of Odessa and other Ukrainian ports, stifling the flow of vital commodities out of the resource-rich country. We also...
When the Streams and Rivers of History Meet the Ocean of Changes: Market Reflections
With little doubt, we are at a historical inflection point from a geopolitical and geoeconomic perspective. The influence of Russia is shrinking (especially in the energy sector), Erdogan in Turkey plays a uniquely ambiguous game, the EU is still searching for a...
Weekly Market Update
Global Market News Global equities struggle to rebound Global equities were down on the week, failing to continue last week’s rebound. The S&P 500 and Dow Jones closed the week down 1.20% and 0.94% respectively, while the Nasdaq declined 0.98%. The yield on the US...
The Day After & the Era of Transformation
Introduction: As the world continues to grapple with an ongoing series of local and global crises, destabilization has become a recurring theme. One of the first casualties of the Covid pandemic was energy, and that industry’s difficulties have only been exacerbated...
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 make formal proclamations or projections....
Weekly Market Update
Global Market News Global equities make gains Global equities broke a seven-week losing streak and made gains. The S&P 500 and Dow Jones closed the week up 6.58% and 6.24% respectively, while the Nasdaq rose 6.84%. The yield on the US 10-year Treasury decreased to...
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:...
