Geopolitics & the Day After
Geopolitical Concerns explores events over the last week that have highlighted the growing instability of the global order, with actions by Israel and Russia coupled with weakened multilateral institutions and shifting power dynamics. Geoeconomics takes a...
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 made gains this week as investors are pricing in a 90% chance of a quarter-point rate cut by the Federal Reserve next week. The S&P 500 and Nasdaq ended the week up 1.59% and 2.03%, respectively, both...
Geopolitics & the Day After
Geopolitical Concerns looks at the tensions that have surged globally this week as the U.S. shifted defense priorities away from Europe, while China, Russia, North Korea, and Iran signaled deeper alignment, and political instability rattled France and Japan...
Anchors at a Time of Multiple Crises
The political crisis in France (which started with President Macron’s snap election last year following his party’s humiliating defeat during European Parliamentary elections) culminated last evening in the ousting of the Prime Minister (the fourth in two years). Mr....
Weekly Market Update
Global Market News Global Equities Decline Global equities declined this week. The S&P 500 and Nasdaq ended the week down 0.31% and 0.02%, respectively, and the Dow Jones also declined 0.52% on the week. The U.S. 10-year Treasury note tumbled to 4.07%, while...
Geopolitics & the Day After
Geopolitical Concerns reviews how governments across developed and emerging economies are grappling with mounting fiscal pressures, political volatility, and intensifying global power competition. Geoeconomics examines that despite buoyant equity markets in...
Carbon Market News Roundup
We’re pleased to announce that the Fundamental Analytics Carbon Services website is now live—explore insights and tools driving carbon compliance and market access here. The FACS platform, linked to ICE, enables direct EUA trading and streamlined onboarding for...
Weekly Market Update
Global Market News Global Equities Slightly Lower Global equities were slightly lower on the week, though the S&P 500 and Dow Jones notched record highs on Thursday before dropping back down by Friday's close. The S&P 500 and Nasdaq ended the week down 0.10%...
Geopolitics & the Day After
Geopolitical Concerns takes a look at the ways global instability is being shaped by Russia’s imperial ambitions, Europe’s strategic hesitations, Israel’s hardline policies, and China’s dominance over rare earth minerals. Geoeconomics reviews how the global...