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,...

Managing the Art of Bullishness and Bearishness: When Goethe Dined with Beard

In less than two weeks, we will celebrate America’s 250th anniversary since the Declaration of Independence. There have been several paintings that reflect the spirit of America, and the one that is known as “The Bulls and Bears in the Market” reflects America’s...

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....

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 ahead....

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. Later this week, we will be publishing our...

Weekly Market Update

Global Market News Global Equities Make Gains Global equities were broadly higher on the week amid reports that the U.S. and Iran are finalizing a memorandum of understanding to end the war. The U.S. 10-year Treasury yield declined six basis points to 4.48%, while...

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,...

The Atrophy of a Pugnacious Shellacking: Mr. Warsh, Raise the Rates

Mickey came home in the early hours of Saturday. He told his folks that he had crashed the car they had just bought him. That same morning, his father wanted to demonstrate understanding, so they went and bought a brand-new car for Mickey. Three weeks later, Mickey...

Weekly Market Update

Global Market News  Global Equities Decline Global equities were broadly negative this week, with equities dropping due to massive tech and semiconductor sell-offs. The S&P 500 and Nasdaq decreased 2.59% and 4.68% (its worst daily performance in over a year),...

Weekly Market Update

Global Market News Global equities make gainsGlobal equities made gains after a week of positive third-quarter earnings results. The S&P 500 and Dow Jones gained 1.64% and 1.08%, respectively, while the Nasdaq closed the week up 1.29%. Meanwhile, the yield on the...

Contemplating Technological Evolutions

By: Nicolas Abdelhak, Mohamed Ramzi, John Charalambakis “The only thing that is constant is change” - Heraclitus What is that common theme in Mozart’s Don Giovanni and in Goethe’s Faust? In our interpretation, the underlying theme that the audience of Don Giovanni and...

Weekly Market Update

Global Market News Global equities gain after volatile week    Global narrowly gained after a volatile week in the markets. The S&P 500 and Dow Jones gained 0.79% and 1.17%, respectively, while the Nasdaq closed the week just barely down 0.06%....

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...

Search

Sign Up for Our Publications Subscribe Button

Archives