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...
by Rachel Poole | Feb 18, 2021 | Uncategorized
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...
by John E. Charalambakis | Feb 16, 2021 | Commentaries, Uncategorized
In 1942, Quincy Wright published a two-volume work where, while drawing from distinct disciplines such as anthropology, history, psychology, and mathematics, he tried developing a precise formula that would enable policymakers to calculate the probability of war. It’s...
by Rachel Poole | Feb 14, 2021 | Uncategorized, 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%,...
by Rachel Poole | Feb 11, 2021 | Uncategorized
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...