Geopolitics & the Day After
This week we are continuing our analysis of the financial system as we remain wary of the financial stress the latest bout of bank collapses ensued, especially as central banks continue to navigate the dangerous waters of inflation. The controversy over AI...Canceling the Noise, Not by Bread Alone: Part XXII
Are the financial tremors over? Based on the latest data published by the Federal Reserve Bank of St. Louis (see graph below), it seems that we are returning to some normalcy. However, if the commercial real estate sector in the US and/or Europe starts its own series...Geopolitics & the Day After
Though we saw promising reports this week that inflation is slowing down, the IMF is warning that there remain risks to the global financial system that could hamper growth and result in a “hard landing”. The bank collapses we’ve witnessed as of late...The Anatomy of Underpinning Upheavals: Part II, the Energy Transition
In the first part of this series, we emphasized China’s ambition to replace (if needed by force) the liberal balance of power with an illiberal autocracy (consequently, limiting the role of the US dollar as the international reserve currency) where useful idiots...Geopolitics & the Day After
While market volatility seems to have calmed since the collapse of SVB and other banks, we would be foolish to say we have avoided another financial crisis. As you will read in our first segment, financial and market analysts warn that underlying financial and...Sign Up for Our Publications
