Crossroads: At the Intersection of Geopolitics and Geoeconomics
Here are some critical issues to watch around the globe over the coming month: Global Impact: Trump’s Rhetoric Threatens the Rules Based Order US President Trump has created global concerns over his imposition of tariffs on China, the EU, Canada, Japan, and...Weekly Market Update
Market Action US stock markets were relatively unchanged for the week despite continued fears of a trade war, with the Dow ending +0.2%. The S&P 500 rose by less than 0.1% and the Nasdaq declined by less than 0.1%. European stocks turned lower on Friday, as the...Emerging Markets Overview
This commentary is an overview of Emerging Markets (EMs). We begin with a brief review of their recent trends, then explore common factors that affect most every EM (such as the strengthening of the USD), then look at factors that will affect different markets...Weekly Market Update
Market Action Global equities rose on the week despite elevated trade tensions, with US stocks ending the week less than 3% below all-time highs reached in January while Japanese stocks posted their best weekly gain in the past six months. Although the trade picture...Trade Disputes, Emerging Markets, and Supply Chains: Rising Tensions and Conflict Inflation
Emerging and developed markets depend to some extent on a China-centric supply chain. As trade tensions between the US and China (as well as between the US and the EU) are rising, that supply chain is subject to interruptions. The more of those interruptions occur,...Sign Up for Our Publications
