Geopolitics
Executive Summary Energy and National Security Will Drive the Market
Energy and National Security Will Drive the Market…
Executive Summary Expansion In European Defense
Expanding Military Spending…
Why China Will Ultimately Cleave To Russia…
Executive Summary The Good: There are compelling reasons to believe the Ukraine war will not break out into a broader NATO-Russia war, i.e. World War III. The Bad: The 1945 peace settlement is breaking down and the world is fundamentally less stable. Even if the Ukraine war is contained,…
Executive Summary Biden’s Low Approval On Foreign Policy
Biden's Foreign Policy And The Midterms…
Executive Summary Investors Think The Fed Will Not Be Able To Raise Rates Much Above 2%
Is A Higher Neutral Rate Good Or Bad For Stocks…
Executive Summary Major EM’s Defense Spends Will Be Comparable To That Of Developed Countries
Beware EMs That Borrow Too Much Or Wage War…
Executive Summary Global Oil Price Pushes Up Inflation Expectations
Global Oil Price Pushes Up Inflation Expectations…
Executive Summary Winners And Losers
The Impact Of The Ukraine War On The US Economy And Equity Sectors…
Executive Summary Failure Of Iran Deal Tightens Oil Supply
Failure Of Iran Deal Tights Oil Supply…