Global Macro Update Archive, July 2025

Who’s in Charge Here?
  • November 24, 2023

Who’s in Charge Here?

Sam Altman’s termination and the shakeup at ChatGPT creator OpenAI highlight the ethical risks of artificial intelligence.

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De-risking Is a Two-Way Street
  • November 10, 2023

De-risking Is a Two-Way Street

Ed D’Agostino speaks with former UBS chief economist George Magnus about what this geopolitical transformation means for Western investors and the huge changes happening at China’s Central Bank.

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Brushfires Everywhere
  • October 27, 2023

Brushfires Everywhere

Jacob Shapiro of Cognitive Investments unpacks the Israel-Hamas War, waning US hegemony, and the top countries and sectors investors should watch now.

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Are bond yields high?
  • October 6, 2023

Are bond yields high?

Rates on 10-year Treasuries have been climbing since August 2020. But depending on the time frame, you could argue that yields are still relatively low.

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