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Category Archives: Uncategorized
QOTD: Beijing’s Realpolitik
QOTD = Quote of the Day Chinese officials have learned that the Trump administration, for all its bluster, will not follow through on its promises or its threats. – Foreign Affairs
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Global Risk Monitor: Week in Review – Dec 12
Global markets closed the week with a clear message: policy easing is supporting risk appetite, but leadership is rotating, and stresses are emerging beneath the surface. The Federal Reserve’s December rate cut reinforced expectations that the tightening cycle is firmly … Continue reading
From Portugal to Turkey: A Look at the Diverging Economic Fortunes of 2025
A great piece from The Economist ranking the performance of global economies. Here is a concise summary. Despite fears of a trade-war-induced recession, the global economy proved resilient in 2025. With global GDP growth steady at 3% and unemployment remaining … Continue reading
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Global Risk Monitor: Week In Review – Dec 5
Global risk sentiment stayed constructive this week despite a sharp back-up in global bond yields and lingering growth concerns. Higher long-end yields across 19 bond markets—led by a 27 bp rise in Canada—coincide with markets pricing an 80–90% chance of … Continue reading
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Global Risk Monitor: Week in Review – Nov 28
KEY ISSUES Silver surged 13% for the week and is now up over 90% year-to-date—vastly outperforming Bitcoin, which is down 3% on the year. Eurozone banks climbed 5% during the week and are now nearly 70% higher year-to-date when accounting … Continue reading
Productivity of the World’s Largest Economies
More than Luck of the Irish!
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Global Risk Monitor: Week In Review – Nov 21
Global markets navigated a risk-off week marked by renewed doubts over the durability of the AI-driven equity rally, rising volatility, and shifting expectations for a December U.S. rate cut. Strong corporate earnings failed to offset investor concerns about inflated tech … Continue reading
Global Macro Monitor 