When the Rabbits Get the Guns
Data from around the world show that economic activity is slowing down. At the same time, the trade uncertainty exacerbates the concerns that a slowdown crowned with an intensifying trade war during geopolitical disputes could derail growth and expectations at a time...
Crossroads: At the Intersection of Geopolitics and Geoeconomics
Here are some critical issues to watch around the globe over the coming month: North America At the G-20 summit this past weekend, the U.S. and China agreed to restart trade talks. This is a step in the right direction after trade tensions escalated with Chinese tech...
Weekly Market Update
Market Action Global equities were slightly lower on the week, with markets awaiting news from the ongoing G20 summit in Japan. Yields on the US 10-year Treasury note dipped 6 basis points to 2.00%, compared with last Friday, while the price of a barrel of West Texas...
Cryptocurrencies and Pseudocurrencies Meet Homer: The Tale of New Wine in Old Wineskins Continues
What happens if you put new wine into old wineskins? Simply, the old wineskin will burst during the process of fermentation and then a mess will be created, value will be destroyed, and productive resources will be wasted. Societies have been experimenting with fiat...
Weekly Market Update
Market Action Global equities rose last week on hopes that looser monetary policy will keep the global economic expansion intact and on news that US – China trade talks will resume at next week's G20 meeting. Yields on the US 10-year Treasury note fell below 2% late...
Weaponizing Foolhardiness in the Midst of Rising Geopolitical and Geoeconomic Risks
“My fellow Americans, the time has come to confront the Chinese in the only way they know. Money talks and when money talks everyone is condemned to listen. Therefore, effective next Monday we are suspending the trading of all Chinese companies which are traded in...
Weekly Market Update
Market Action Global equities were little changed on the week, while the yield on the US 10-year Treasury note rose 3 basis points to 2.06% and the price of a barrel of West Texas Intermediate crude oil fell $1 to $52.35. Volatility, as measured by the Chicago Board...
Weekly Market Update
Market Action Global equities rose last week amid signs that central banks are preparing to act if the global economy continues to weaken. With the market pricing in multiple rate cuts from the US Federal Reserve, the yield on the US 10-year Treasury note fell 11...
Crossroads: At the Intersection of Geopolitics and Geoeconomics
Here are some critical issues to watch around the globe over the coming month: North America The United States has announced it will impose tariffs on Mexico to pressure them to curb migration. Starting in June, there will be a 5% tariff on all goods from...
Weekly Market Update
Market Action The euro, and European markets at large, are relatively stable as the fear of a wave of anti-EU and nationalist parties being elected to the European Parliament did not come to pass. These groups did, however, manage to secure 23% of the seats in...
