by Rachel Poole | Mar 4, 2021 | Uncategorized
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...
by John E. Charalambakis | Mar 2, 2021 | Commentaries, Uncategorized
The invitation sent by Isaiah Berlin left the date open. The city was supposed to be London. However, Xi Jinping responded with one precondition: An assessment by Berlin of Biden’s dogma, especially after their first phone call on February 10th. To that Berlin...
by Rachel Poole | Mar 1, 2021 | Crossroads, Uncategorized
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 The US carried out an airstrike in eastern Syria against Iran-backed militants in...
by Rachel Poole | Feb 25, 2021 | Uncategorized
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...
by Joel Charalambakis | Feb 23, 2021 | Uncategorized
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...
by Rachel Poole | Feb 20, 2021 | Uncategorized, 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...