Geopolitics & the Day After
Welcome to this week’s edition of Geopolitics & the Day After. Each week, we curate and synthesize key developments from global politics, economics, and financial markets, drawing from a wide range of trusted sources. Our goal is to provide you with a clear,...
Imbalances and Shocks: The Stages of Investment Cycles Through the Eyes of Telemachus
Twenty years ago, the G7 group’s theme was global imbalances. France, which nowadays holds the rotating presidency of the G7 group, has decided to put it back on the agenda. China’s surpluses might be the only subject where the G7 group (US, Canada, Japan, Germany,...
Regional Market Watch
Welcome to our monthly newsletter which covers key developments in major non-US markets. With this newsletter, we highlight corporate, debt, and monetary policy news in European, Asian, and Latin American markets. We end this piece with a spotlight on commodities....
Carbon Market News Roundup
January 23, 2026 |Â Volume III, Issue 2|Â The FACS Team Welcome to the January edition of the Carbon Market News Roundup, our monthly briefing on the evolving landscape of global carbon markets and climate-related regulation. Our...
Geopolitics and the Day After
Welcome to this week’s edition of Geopolitics & the Day After. Each week, we curate and synthesize key developments from global politics, economics, and financial markets, drawing from a wide range of trusted sources. Our goal is to provide you with a clear,...
CROSSROADS: Middle East, Asia, Latin America, Sub-Saharan Africa
Here is a summary of the most important events that unfolded over the last month in the Middle East/North Africa, Asia (ex-China/India/Japan), Latin America, and Sub-Saharan Africa, and which may affect economic, financial, and geopolitical issues in the months...
CROSSROADS: North America, Europe, China, India & Japan
Here is a summary of the most important events that unfolded over the last month in North America, Europe, India, China, and Japan and which may affect economic, financial, and geopolitical issues in the months ahead. Tomorrow, we will be publishing our Crossroads...
Weekly Market Update
Global Market News Global Equities Decline Global equities declined this week, but held near highs as a rotation, particularly in the US, from growth to value stocks continued. The S&P 500 and Nasdaq decreased 0.38% and 0.66%, respectively, and the Dow...
Geopolitics & the Day After
Welcome to this week’s edition of Geopolitics & the Day After. Each week, we curate and synthesize key developments from global politics, economics, and financial markets, drawing from a wide range of trusted sources. Our goal is to provide you with a clear,...
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....
