On Deep States and Deep Markets: Medea Meets the Neo-Mamluk State of Global Volatility
In the summer months of 1944 World War II had taken a clear trajectory. The deadliest war period in human history was approaching its end. At that time the US was establishing not just its geopolitical power but also its geoeconomic power through the dominance of the...Weekly Market Update
Market Action All three U.S. averages overcame a turbulent week to post slight gains on the week. Energy stocks led the way despite further declines in the price of crude oil. China’s devaluation sparked volatility across asset classes this week. The People’s Bank of...Recalibrating Investment Strategies: Adapting in an Ever-Changing Landscape
If we took a five-minute helicopter view of the global economic landscape, what would we have observe? Starting from the country of the rising sun, we could say that Japan has been struggling for 25 years now to find its pace, and still may have a lot of work to do in...Weekly Market Update
Market Action Utilities were once again a leading sector in U.S. equity markets this week as stocks delivered weak results. With the 10-Year treasury yield once again dipping below 2.2% investors sought out the high dividends offered by utilities. Employment data for...The Failure of Politics: Merkel’s Euro Debacle?
It may be the great magic trick of the management consulting world: No matter how complex the situation and how iffy the outcomes may appear to be, just draw a two-by-two box for your client. Define what options to write on the x and y axes – and then the client can...Sign Up for Our Publications
