When Moore Isn’t Enough: Part I

It seems like every day there’s a new story discussing the global shortage in semiconductors/chips, affecting everything from smartphones, to computers, to data centers and medical devices (examples here, here, here, and here). Perhaps no industry better serves as the...

Weekly Market Update

Global Market News Global equities pause rallyGlobal equities lost some ground this week, as the rally seen over the last couple of weeks paused. The yield on the 10-year US Treasury note rose to 1.34% (which represents a significant increase since the beginning of...

Geopolitical Challenges and Statecraft

The articles we selected this week explore shifting power balances through several lenses. First, renewable energy is a relatively new piece on the geopolitical chessboard, but it has quickly garnered attention as what is likely to be a pivotal trend in the 21st...

Weekly Market Update

Global Market News Global equities riseGlobal equities rose this week. The yield on the US 10-year Treasury note increased 3 basis points to 1.20% while oil prices continued to rise. The price of a barrel of West Texas Intermediate crude oil increased nearly 5%,...

Covid-19 and the Day After

Here is our take on the articles summarized below:  As recovery efforts around the globe begin to gain traction, policymakers and economists are looking for what the future holds.  In our first reviewed article, we examine how the dangers of the coronavirus...