Geopolitics & the Day After
This week’s edition covers issues spanning economics, geopolitics, and global climate change. We start by reviewing the continuing fight against inflation from the United States to Europe. Then, we move into looking at the significance of the coup that recently...Market Fundamentals and Direction, Part II: Caesar, Bach, and the Day After
In the first part of this commentary, we examined two contrasting views of the market’s direction. The one describes a resilient economy. The other raises concerns about economic fundamentals that cannot justify significant equity exposure. As the commentary...Weekly Market Update
The BlackSummit Team | July 29, 2023 Global Market News Global equities make gainsGlobal equities made gains this week. The S&P 500 and Dow Jones closed up 1.01% and 0.66%, respectively, while the Nasdaq gained 2.02% over the week. The US 10-year Treasury ticked...Geopolitics & the Day After
July 27, 2023 This week’s edition covers risks posed to the global economy and the opportunity for the African continent. We start by reviewing the supply of critical minerals and the impact geopolitics may have on China’s role in the marketplace. Then, we...There is Too Much Money in the System
Different manifestations of money are better understood than others. The paper bills in our wallets and the digits sitting in our checking and savings accounts at the bank are easily understood. Since the Financial Crisis, investors and market participants have had to...Sign Up for Our Publications
