News e Media

Commentary on economy, finance and markets

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Monthly letter August 2025

Ket elements August 2025 was not only one of the hottest moments of the year…

Monthly letter July 2025

Key events The semester may be new, but the world’s flashpoints remain the same—even as…

Monthly letter June 2025

Key events June showed how quickly the world can teeter on the brink of a…

Monthly letter May 2025

Key events May was a month marked by the contradictions of our time. The tone…

Monthly letter April 2025

KEY EVENTS April was an intense month, far beyond all expectations—even though those expectations were…

Monthly letter March 2025

Key events Donald Trump once again confirmed in March his consistency with a communication style…

Monthly letter February 2025

Key events This month, rather than talking about key events, it is more appropriate to…

Monthly letter January 2025

KEY EVENTS The early months of 2025 have been dominated by the return of J.D…

Monthly letter December 2024

Key events December is a month devoted to assessing both what happened in the year…