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 Decline Global equities ended the week lower. For the week, the S&P 500 fell 0.8%, the Nasdaq declined 0.7%, and the Dow Jones Industrial Average dropped 1.6%. The US 10-year Treasury yield rose to 4.97% from 4.73% a week...

Carbon Market News Roundup

Welcome to the latest edition of the Carbon Market News Roundup, our bi-weekly briefing on the evolving landscape of global carbon markets and climate-related regulation. Our previous issues, along with the rest of our commentaries, may be read here. Carbon markets...

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,...

Growth and Earnings Prospects: The Garden at the Crossroads of Voltaire and Camus

Whether we turn left or right, we see conflicts and tensions everywhere (Middle East, Ukraine, trade, rising yields, etc.). However, the global economy seems to be handling the pressures well and has taken it all in stride. Setbacks are corrected, and the tug of war...

Weekly Market Update

Global Market News Global Equities Gain Global equities ended the week modestly higher. For the week, the S&P 500 rose 0.1%, the Nasdaq gained 0.4%, and the Dow Jones Industrial Average fell 0.3%. The US 10-year Treasury yield rose to 4.78% from 4.73% a week...

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 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 Gain Global equities ended the week higher amid strong earnings reports and a weak July jobs report. The US 10-year Treasury note fell to 4.65% from 4.73% a week ago, and West Texas Intermediate crude fell to $83.55 per barrel....

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....

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,...

Carbon Market News Roundup

Welcome to the latest edition of the Carbon Market News Roundup, our bi-weekly briefing on the evolving landscape of global carbon markets and climate-related regulation. Our previous issues, along with the rest of our commentaries, may be read here. In this issue, we...

Weekly Market Update

Global Market News Global Equities Decline Global equities continued to decline this week as an end to the war with Iran remains unclear. The S&P 500 and Nasdaq decreased 2.12% and 3.23%, respectively, while the Dow Jones dropped 0.90%. The US 10-year Treasury...

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,...

Carbon Market News Roundup

Welcome to the latest edition of the Carbon Market News Roundup, our monthly briefing on the evolving landscape of global carbon markets and climate-related regulation. Our previous issues, along with the rest of our commentaries, may be read here. In this issue, we...

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. As developments in the Middle East continue to unfold, we have limited this week’s briefing to the geopolitical and geoeconomic dynamics shaping the global landscape. Below is an overview of what we...

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