Geopolitics & the Day After
This week, we are paying special attention to the state of world trade. In a new report from the International Monetary Fund (the three parts of which we will be covering in our summaries over the next three weeks) highlights the slowdown in globalization and the...Canceling the Noise, Not by Bread Alone: Part XIX
Are the markets sending signals that run contrary to downbeat expectations? The latter includes IMF estimates for a global slowdown accompanied by recessions around the world, announced layoffs, lower earnings, accumulated disappointments due to losses in both...Weekly Market Update
Global Market News Global equities make gains Global equities rose on the week following reports that inflation is easing in the US. The S&P 500 and Dow Jones rose 2.67% and 2.00% respectively, while the Nasdaq rose 4.82%. The yield on the US 10-year Treasury...Geopolitics & the Day After
With this week’s edition of Geopolitics & the Day After, we are assessing today’s trends to inform our understanding of what may come in 2023. While there are certainly risks, there are emerging opportunities that will forever shape the Day After. At...The Wooden Nickel: Payment Edition
The Wooden Nickel is a collection of roughly a handful of recent topics that have caught our attention. Here you’ll find current, open-ended thoughts. We wish to use this piece as a way to think out loud in public rather than formal proclamations or projections. This...Sign Up for Our Publications
