Geopolitics & the Day After
This week’s newsletter explores the seismic shifts in geopolitics as Donald Trump’s re-election ushers in a transactional global order, straining alliances and deepening divisions in Europe. We examine the turmoil in bond markets, where rising yields are reshaping...Geopolitics & the Day After
In this week’s newsletter, we being by examining geopolitical concerns in 2025, given the return of Donald Trump, Europe’s fate, and developments in the Middle East. Then, we move on to a discussion of geoeconomics, from the global fiscal debt issue to...Geopolitics & the Day After
In this week’s newsletter, we first examine the outlook for 2025, given the apparent growing chaos around the world. Then, we move on to potential pitfalls in investing and the global economy, from trade tensions to ever-increasing debt burdens. We then shift...Geopolitics & the Day After
In this week’s newsletter, we first examine the outlook on global trade, highlighting Trump’s potential trade wars and measures other countries could take in retaliation. Then, we move on to investment insights, from the Fed’s worries about US debt...Geopolitics & the Day After
In this week’s newsletter, we first examine the future of global trade, given the uncertainty around Donald Trump’s return to the White House and growing protectionist impulses around the world. Then, we move on to investment insights, from the risks...Sign Up for Our Publications
