Crossroads: At the Intersection of Geopolitics and Geoeconomics
Here is a summary of the most important events that unfolded last month, and which may affect economic, financial and geopolitical issues in the months ahead: North America Three major US companies were the victims of cyberattacks in May. The first event was a...Weekly Market Update
Global Market News Global equities make slight gainsGlobal equities made slight gains this week. The S&P 500 and Dow Jones ended the week up 0.61% and 0.66%, respectively, while the Nasdaq gained 0.48%. The yield on the US 10-year Treasury dropped to 1.56% and the...The Day After & The Era of Transformation
Here is our take on the articles summarized below: For this week’s summary review, we look at some of the forces behind tectonic shifts in the markets of tomorrow. Of course, no discussion of the future would be complete without an analysis of the Covid pandemic;...Portfolio Rotation and Budgetary Considerations: Reflections from Pre-Socratic Thinkers
During the first and second phases/waves of the pandemic, stocks related to innovation, e-commerce, as well as to sectors that deal with digitalization, performed very well, beyond anyone’s expectations. As the pandemic started receding and the economy endeavored into...Weekly Market Update
Global Market News Global equities rallyGlobal equities rallied this week as worries that the US economy was overheating calmed. The S&P 500 and Dow Jones ended the week up 1.16% and 0.94%, respectively, while the Nasdaq rose 2.06%. The yield on the US 10-year...Sign Up for Our Publications
