Geopolitics & the Day After
May 18, 2023 The US debt ceiling standoff continues to make headlines, perhaps bringing more fear than is actually warranted, as we explore in this week’s first entry. In other financial market news, we take a look at the concept of a digital euro which the ECB...Geopolitics & the Day After
Geopolitical and financial risks continue to mount, threatening to create new crises out of the crises that the world has endured in recent years. The risk of complete US-China decoupling – which would undoubtedly have a huge ripple effect on global growth...Geopolitics & the Day After
For this week’s examination of the Day After, we begin with a look at the tragic fighting in Sudan, examining how forces at play since 2019 have resulted in the conflict seen today. From there, we pivot to examining the US commercial real estate market, which...Geopolitics & the Day After
This week we are continuing our analysis of the financial system as we remain wary of the financial stress the latest bout of bank collapses ensued, especially as central banks continue to navigate the dangerous waters of inflation. The controversy over AI...Geopolitics & the Day After
Though we saw promising reports this week that inflation is slowing down, the IMF is warning that there remain risks to the global financial system that could hamper growth and result in a “hard landing”. The bank collapses we’ve witnessed as of late...Sign Up for Our Publications
