Weekly Market Update
Market Action Global equities changed little this week after gains made earlier in the week were given up after a US airstrike killed the top Iranian general in Baghdad, Iraq. The note on the 10-year US Treasury note dropped to 1.82 percent while the price of a...Crossroads: At the Intersection of Geopolitics and Geoeconomics
Here is a summary of the most important events that unfolded last month, and which may affect economic, financial and geopolitical issues in the months ahead: North America The United States (US) House of Representatives voted to impeach President Donald Trump for his...On the Dialectic Morals of Statecraft: A Conversation with Johannes Bredenburg, Spinoza, Corrie Ten Boom, Amartya Sen, and Sir John Templeton.
In the boarding area I could clearly see three distinct figures: Johannes Bredenburg, Sir John Templeton, and Spinoza. I knew that I was destined for another treat in this end-of-year flight and I was hoping that more distinguished guests would join the journey. We...Assessing the 2020 Outlook: Part II
In last week’s commentary, we outlined our overall assessment of a decent start for 2020, but expressed our skepticism for the rest of the year (see Assessing the 2020 Outlook: Part I ). The upbeat perspective of most of the analysts for 2020 is based on loose...Weekly Market Update
Market Action Global equities reached record highs this week, driven in part by declining trade and geopolitical uncertainty. All three major US indices, as well as the STOXX 600 and MSCI, reached new milestones. The yield on the 10-year US Treasury note rose 9...Sign Up for Our Publications
