Impotent Realism vs. Impossible Idealism: Simplicissimus of the Land of Stable Disequilibrium Meets Cardinal Richelieu of the Land of Unstable Equilibrium
The year 1648 symbolizes the beginning of the modern era. Moreover, the Westphalia Treaty signed in 1648 gave us the international state system and became a cornerstone of “laws” governing warfare that has been shaping world affairs ever since. “War is the father of...Weekly Market Update
Market Action Many of the major equity benchmarks closed more or less flat for the week, while others declined on the week, amid fresh evidence of slowing global growth and less optimism that the United States and China will be able to reach a comprehensive trade...On Earnings and Economic Prospects: Risks Assessment
Since the beginning of the year, equity as well as debt-related markets have been on an upswing. The concession given by the Fed on rate increases, the truce on trade disputes with China, the stabilization of earnings expectations, and the encouraging news on...Weekly Market Update
Market Action Global equities climbed on the week, likely thanks in part to a dovish turn by the US Federal Reserve. The shift in tone from the Fed pushed the yield on the US 10-year Treasury note down 7 basis points to 2.69%, weakened the US dollar and supported...Crossroads: At the Intersection of Geopolitics and Geoeconomics
Here are some critical issues to watch around the globe over the coming month: North America The US government has reopened after a partial government shutdown that lasted 35 days. The Trump Administration has publicly stated that they would prefer to avoid...Sign Up for Our Publications
