On the Disruption of the Disruptors: The Redrafting of a New Chapter in Global Developments
In the art of war (in the general spirit of geopolitical and geoeconomic diplomacy) the opponent’s greatest strength happens to be his greatest weakness. Let’s take a look at a few examples. When we think of China, we usually think of its outstanding economic growth...Spreads and the Business Cycle: Opportunities and Risks
The Fed decided earlier today to postpone the increase in short term rates citing global growth and disinflationary concerns. We believe that such concerns are overstated, at least for developed economies. We are of the opinion that if the Fed had finally started the...Market Gyrations and Expectations: The Net Debt Perspective
As we noted in our last commentary (http://stage.blacksummitfg.com/3181), we anticipate some volatility during the next few weeks, but we also expect it to subside and for the market to find its upswing trend during the last 10-14 weeks of the year. We are of the...Financial Stress and Expectations: The Story of Developed Markets through the Eyes of Emerging Market Realities
As we reported in our Weekly Market Update over the weekend (http://stage.blacksummitfg.com/wp-content/uploads/2015/08/BFG-Weekly-Brief-August-29-2015.pdf), the US and the EU equity markets experienced one of their most volatile weeks. Over the course of two-three...On Deep States and Deep Markets: Medea Meets the Neo-Mamluk State of Global Volatility
In the summer months of 1944 World War II had taken a clear trajectory. The deadliest war period in human history was approaching its end. At that time the US was establishing not just its geopolitical power but also its geoeconomic power through the dominance of the...Sign Up for Our Publications
