February 16, 2023 While we have primarily focused on economic and financial challenges in our last few newsletters, we narrow in on some important geopolitical trends shaping the global world […]

This week we are diving into several headline-making stories, including the fallout of the Adani Group in India, Abu Dhabi’s meteoric and somewhat suspicious stock market rise thanks to the IHC group, and the AI race that is […]

In this week’s edition of Geopolitics & the Day After, we cover a variety of topics shaping the progress, or lack thereof, of global economic growth, including the green energy transition, […]

This week we are continuing to assess the new era of world trade that is emerging from the rollback of globalization. The fragmentation of trade threatens to widen the technological […]

This week, we are paying special attention to the state of world trade. In a new report from the International Monetary Fund (the three parts of which we will be […]

With this week’s edition of Geopolitics & the Day After, we are assessing today’s trends to inform our understanding of what may come in 2023. While there are certainly risks, there are […]

For this week’s look at the forces shaping the world in this new year, we explore the linkages between the multivariate systems of economics and politics. To begin, we explore […]

In observance of the holidays, there will not be a Geopolitics & the Day After circulated next week. Merry Christmas and a Happy New Year! As we round out 2022, […]

Central banks, investors, and policymakers are coming to terms with the end of a “golden era” characterized by near-zero interest rates, low inflation, and economic growth. The global economy has […]

December 8, 2022 A number of risks have emerged in global markets this year as the decades of low interest rates and central bank dominance are now behind us. As […]