Geopolitics & the Day After
Central banks, investors, and policymakers are coming to terms with the end of a “golden era” characterized by near-zero interest rates, low inflation, and economic growth. The global economy has been shaken up by geopolitical conflict, commodities shocks,...The Wooden Nickel
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. 1....Weekly Market Update
Global Market News Global equities decline Global equities were slightly down on the week. The S&P 500 and Dow Jones declined 2.25% and 2.77% respectively, while the Nasdaq dropped 3.44%. The yield on the US 10-year Treasury ended the week at 3.58%. The price of a...Geopolitics & the Day After
December 8, 2022 A number of risks have emerged in global markets this year as the decades of low interest rates and central bank dominance are now behind us. As we enter 2023, central bankers, policymakers, and investors are trying to identify the next market...Canceling the Noise; Not by Bread Alone: Part XVII
What kind of conclusions could we draw by looking at the two images below? The first one relates the economy’s orders to the S&P 500. Orders could be considered a leading indicator regarding forward earnings for S&P 500 companies. The downward trend of 2022...Sign Up for Our Publications
