Crossroads
At the Intersection of Geopolitics and Geoeconomics North America Demonstrating their united front in the Indo-Pacific region, leaders of the Quadrilateral Security Dialogue met in Washington for their first in-person meeting. Leaders of the group’s members – the US,...
Weekly Market Update
Global Market News Global equities tumbleGlobal equities fell this week, with the S&P 500 ending its seven-month winning streak. The S&P 500 and Dow Jones dropped 2.21% and 1.36%, respectively, while the Nasdaq closed the week down 3.20%. Meanwhile, the yield...
September’s Market Turmoil: Identifying the Causes
September – following a long tradition – turned out once again to be a month marked by market turmoil. As it can be seen below, the markets closed down between 4.6% (S&P 500) and 5% (Nasdaq). Source: Koyfin What were the causes then for the market drop and could...
Geopolitical Challenges & Statecraft
The power struggle between the US and China is shifting alliances, defining foreign policy objectives, and disrupting the liberal international order. Recent US actions, like the AUKUS deal, have made it clear that the US is pivoting its foreign policy to the...
The Shadows and our Prisoners’ Reality: Plato’s Cave and Energy Prices
John Charalambakis & Joel Fingerman The world experienced a creative ascent in the mid to late 15th century that culminated in the first half of the 16th century. If Renaissance marked the birth of the modern world, then Marsilio Ficino and his translation of...
Weekly Market Update
Global Market News Global equities narrowly gainGlobal equities narrowly gained after a volatile week. The S&P 500 and Dow Jones increased 0.51% and 0.62%, respectively, while the Nasdaq closed the week up only 0.02%. The yield on the US 10-year Treasury soared to...
The Day After & the Era of Transformation
Here is our take on the articles summarized below: To understand the forces moving the world today, we take a lesson from Newton’s second law of motion: a sudden shift in direction (acceleration) in a large system like the financial markets will exert a tremendous...
Flawed Assumptions
“Some people are so far behind in a race that they actually believe they're leading." - Uncle Junior, The Sopranos The Global Financial Crisis often serves as a landmark or reference point for a broad swath of discourse even today, and rightly so. Topics such as...
Weekly Market Update
Global Market News Global equities down on the weekGlobal equities were slightly down on the week. The S&P 500 and Dow Jones dropped 0.57% and 0.07%, respectively, while the Nasdaq closed the week down 0.47%. Meanwhile, the yield on the US 10-year Treasury rose a...
Geopolitical Challenges and Statecraft
The Biden administration is keen on revitalizing American foreign policy and restoring the country’s global leadership position. To do so, the US will have to invest time, money, and political capital in areas of the world that aren’t always making headlines....
