Cheap, Clean, and Risk-Free: Europe’s Strategic Energy Decoupling
Three weeks ago, we wrote about the factors propelling the energy transition. For this week’s commentary, we will detail the energy challenges facing Europe in particular. Despite being the world’s second-smallest continent, Europe boasts the world’s...Canceling the Noise, Not by Bread Alone: Part XXII
Are the financial tremors over? Based on the latest data published by the Federal Reserve Bank of St. Louis (see graph below), it seems that we are returning to some normalcy. However, if the commercial real estate sector in the US and/or Europe starts its own series...The Anatomy of Underpinning Upheavals: Part II, the Energy Transition
In the first part of this series, we emphasized China’s ambition to replace (if needed by force) the liberal balance of power with an illiberal autocracy (consequently, limiting the role of the US dollar as the international reserve currency) where useful idiots...India’s Two-Headed Tiger
In the coming months, we will be examining the economic prospects and geopolitical implications of several of the world’s growing markets. Let’s play a quick game of “Guess that Country” – boasting a population of just over 1.4 billion people, this nation has...Canceling the Noise, Not by Bread Alone: Part XXI
What’s wrong with the banks? How did we reach the point where three banks failed within a few days, and a couple more are on life support? How did we come to the point where close to $250 billion was wiped from the market value of US banks in about ten days, while one...Sign Up for Our Publications
