Geopolitical Challenges and Statecraft

Over the last decade, we have transitioned from a bi-polar world order to one that is increasingly multi-polar, with China competing to be recognized as a global leader. China competes with the US “across all dimensions of power”, but thrives particularly in the...

Covid-19 and the Day After

Here is our take on the articles summarized below:  One recurrent theme of the coronavirus pandemic is its tendency to expose the subsurface workings of our world. For this week’s summaries, we examine several of these undercurrents and the ways the pandemic has...

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...