Everything is a Political Theater, but a Political Theater is Not Everything
A few days ago, it was reported that Social Security will be tapping into the Trust Fund in order to pay its obligations. As our total indebtedness reaches $200 trillion (federal, state, city debt) I am pondering when we will be returning to a state of soberness....Weekly Market Update
Market Action The leaders of the G7 countries met in Quebec Friday and Saturday, amid deep tension about US tariffs and other issues. Members issued a joint statement on Saturday that underscored the importance of rules-based, international trade. On Sunday the Swiss...Sector Focus: Emerging Markets, Part 1 – Thailand and Indonesia
Instead of attempting to cover all areas of emerging markets in one report, we are going to split them over several weeks and cover specific countries. This week we will cover Southeast Asia, focusing specifically on Thailand and Indonesia. Thailand Thailand was...Weekly Market Update
Market Action A coalition deal was reached in Italy as the Five Star Movement and League officially joined forces to govern the eurozone’s third-largest economy. In Spain, Pedro Sanchez claimed the country’s prime minister post after his socialist party...Crossroads: At the Intersection of Geopolitics and Geoeconomics
Here are some critical issues to watch around the globe over the coming month: Highlights: European markets are shaken by political uncertainty in Italy and Spain, increasing fears over the future of the Eurozone and possibly the EU. The Turkish Central Bank...Sign Up for Our Publications
