by Tyler Thompson | Jun 26, 2020 | Geopolitics & the Day After
A $10 Trillion Fed Balance Sheet Is Coming Bill Dudley, BloombergRead the full article here The Fed’s balance sheet has grown by about $3 trillion since mid-March, with more easing on the way. As the Fed buys corporate bonds, municipal securities, Treasuries, and...
by Rachel Poole | Jun 19, 2020 | Geopolitics & the Day After
OECD warns of deepest economic scars in peacetime for a century Chris Giles, Financial TimesRead the full article here While the equity markets seem to have taken for granted the likelihood of a “V-shaped recovery,” a gloomy forecast from the OECD indicates many...
by Rachel Poole | Jun 13, 2020 | Geopolitics & the Day After
Shipping Industry Warns of Trade Logjam as Crews Remain Stranded Peggy Hollinger, Robert Wright, and Michael Pooler; Financial TimesRead the full article here Nearly 400,000 crew are stranded at sea or at home by Covid-19 travel restrictions. The international...
by Rachel Poole | Jun 5, 2020 | Geopolitics & the Day After
Given the unprecedented times we’re living in, we started a new service of sending once a week, a summary of 3-4 articles that reflect the new realities and their potential impact on our lives and assets. Below are summaries of four intriguing articles with...
by Rachel Poole | May 28, 2020 | Geopolitics & the Day After
Given the unprecedented times we’re living in, we started a new service of sending once a week, a summary of 3-4 articles which reflect the new realities and their potential impact on our lives and assets. Our assessment is that it may take at least 3-4...
by Rachel Poole | May 22, 2020 | Geopolitics & the Day After
Given the unprecedented times we’re living in, we started a new service of sending once a week, a summary of 3-4 articles which reflect the new realities and their potential impact on our lives and assets. Our assessment is that it may take at least 3-4...