Geopolitics & the Day After
For this week’s newsletter, we look at both long-term trends and recent developments that potentially lend insight into the direction that the world is heading. First, we examine the weak outlook for the Euro area, giving special attention to Germany’s...CROSSROADS
At the Intersection of Geopolitics and Geoeconomics February 20, 2024 | Volume 7, Issue 2 | The BlackSummit Team Here is a summary of important events that unfolded over the last month, and which may affect economic, financial, and geopolitical issues in the...Weekly Market Update
Global Market News Global equities decline Global equities were lower on the week amid an uptick in US inflation and waning hopes of rapid rate cuts. The S&P 500 and Dow Jones declined 0.42% and 0.11% on the week respectively, while the Nasdaq lost 1.34%. The US...Geopolitics & the Day After
This week, we examine the unique trends that are likely to have a significant impact on the global economic and geopolitical landscape. First, we discuss how the strength of the US economy is complicating the fight against inflation. Then, we look at the prospects for...Jean Bodin, Valuations, and the Invisible Foundations of the Market
As the old saying goes, good days tend to reward cheap assets, especially when things start on a wave of mysticism and end up as politics. Furthermore, when we look at the fundamentals of equities in the US, a signal of overvaluation jumps out that may be calling for...Sign Up for Our Publications
