Crossroads: At the Intersection of Geopolitics and Geoeconomics
Here is a summary of the most important events that unfolded last month, and which may affect economic, financial, and geopolitical issues in the months ahead: North America This month both the Democratic National Convention and Republican National Convention...
Weekly Market Update
Global Market News Global equities hit record highs This week, global equities rose to new highs. The S&P 500 Index is near to the end of its best-performing month of August since 1986. The yield on the US 10-year Treasury note rose to 0.72% after the Fed's big...
Covid-19 and the Day After
Time for Action on America’s Darwinian Debt Struggle Robin Wigglesworth, Financial Times Read the full article here Since March, the Fed has unleashed a dizzying display of relief measures aimed at mitigating the economic impacts of the coronavirus pandemic. These...
Invert, Always Invert
“All I want to know is where I’m going to die so I’ll never go there.”...
Weekly Market Update
Global Market News Global rise despite Fed's warnings Global equities rose slightly from last week even amid comments from the Federal Reserve that Covid-19 will continue to weigh heavily on economic activity in the near-term and poses considerable risks to the...
Covid-19 and the Day After
“We Will Never Again See the World That We Left Behind One Month Ago” Stéphane Audoin Rouzeau, Scowcroft Institute of International Affairs Read the full article here Both the Great War and the possibility of a pandemic (however near or far in the future) had been...
Value and Renewal
“My own thinking has changed drastically from 35 years ago when I was taught to favor tangible assets and to shun businesses whose value depended largely upon economic Goodwill. This bias caused me to make many important business mistakes of omission”...
Weekly Market Update
Global Market News Global equities inch forward Global equities made slight gains this week. The S&P 500 fell just shy of nearing record territory, shrugging off US-China tensions and Congress’ relief package squabbles. The yield on the 10-Year US Treasury jumped...
Covid-19 and the Day After
3 Potential 2020 Election Outcomes — and What They Could Mean for Investors Lisa Beilfuss, Barron'sRead the full article here Currently, voter polls are predicting that former Vice President Joe Biden will be the next president of the US. However, anything could...
Reviewing Economic Developments: Getting Away from Colchis with the Golden Fleece
During the month of July, economic momentum lost ground, as portrayed by the Consumer Sentiment Index shown below. Data related to employment, spending, and mobility also reflected the slow down. Caution is also expressed regarding the next 2-3 months as the flu...
