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Perspectives

Perspectives

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30+ years on Wall Street applied to political risk and geoeconomics for practitioners

Recent Posts

Recommended Weekend Readings
News•Feb 27, 2026

Recommended Weekend Readings

The newsletter highlights a resurgence of U.S. geopolitical pressure on China, from Trump’s revived Monroe Doctrine in Latin America to a new 15% global tariff. Demographic data show major population gains in Texas and Florida while New York and California lose residents. Germany faces a record €87 billion trade deficit with China, signaling a “China shock.” Meanwhile, AI’s uneven impact on wages and rising multigenerational living reshape labor markets and household dynamics.

By Perspectives
The Global Week Ahead
News•Feb 23, 2026

The Global Week Ahead

The Mexican army killed CJNG boss "El Mencho" near Puerto Vallarta, triggering fierce gun battles and an unprecedented U.S. military task‑force partnership. President Trump announced a new 15% tariff regime under Section 122, but it can only stay in effect for...

By Perspectives
Recommended Weekend Reads
News•Feb 20, 2026

Recommended Weekend Reads

This episode curates a set of recent reports on three major themes: U.S. trade policy after the Supreme Court blocked President Trump's use of the IEEPA, escalating U.S.-Iran military tensions and Iran’s domestic challenges, and broader geoeconomic issues such as...

By Perspectives
Recommended Weekend Reads
News•Feb 14, 2026

Recommended Weekend Reads

This weekend’s reads dissect the shifting geopolitics of NATO under Trump’s “quiet‑quit” strategy, the erosion of U.S. reliability among European allies, and Germany’s push to become Europe’s new defense hegemon. They also examine the economic fallout of Trump’s expansive tariff...

By Perspectives