More: Financial Brief

Financial Brief: A Weekly Roundup on the Geopolitics of Money | Feb 03

EXECUTIVE TAKEAWAYS This week, the global economy sent mixed signals. Manufacturing rebounded across key economies as tariff fears eased, but Wall Street seesawed as a...

Financial Brief: A Weekly Roundup on the Geopolitics of Money | Jan 27

EXECUTIVE TAKEAWAYS Markets this week revealed selective amnesia about risk. Asian equities hit records and investors rotated into duration despite Trump hiking South Korean tariffs...

Financial Brief: A Weekly Roundup on the Geopolitics of Money | Jan 20

EXECUTIVE TAKEAWAYS Markets this week revealed fragility beneath calm. The IMF upgraded growth as AI investment masked tariff disruptions, but Trump's Greenland ultimatum revived the...

Financial Brief: A Weekly Roundup on the Geopolitics of Money | Jan 13

EXECUTIVE TAKEAWAYS This week revealed a financial system under direct political assault. The threat of indicting a Fed Chair isn't just a headline, it's a...

Financial Brief: A Weekly Roundup on the Geopolitics of Money | Jan 06

EXECUTIVE TAKEAWAYS Asian equities soared to new highs, momentarily brushing aside the geopolitical shock of Venezuela's presidential capture. The real action, however, was in the...

Financial Brief: A weekly roundup on the geopolitics of money | Dec 30

EXECUTIVE TAKEAWAYS The final trading days of 2025 were dominated by the collision of political risk and monetary policy. An unprecedented White House threat to...

Financial Brief: A weekly roundup on the geopolitics of money | Dec 24

EXECUTIVE TAKEAWAYS: The final week of 2025 delivered a stark message: the era of easy money is over. In a synchronized pivot, the world’s...

Financial Brief: A weekly intelligence roundup on the geopolitics of money | Dec 16

EXECUTIVE TAKEAWAYS: This week underscores a pivotal global shift: major central banks are signaling the end of the rate-cutting cycle, tightening financial conditions as...

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Institutional Money Is Rushing Into America. Central Banks Are Rushing Into Gold. Both Are Reading the Same Signal

TODAY'S NUMBERS: 4.94% (US 10-year Treasury yield, near a three-year...
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