Leading Thoughts: Geopolitics, Economics & Markets
Christopher SmartA decade from now, what will you wish you had known today?
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 235 | Subscribers | Read | leadingthoughts.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
This Week's Chart, Next Week's Markets
Well, that was quick. You can’t help feeling that you were swept away once again by the president’s excessive rhetoric, when he was really just knocking his negotiating partner off balance to secure better terms. Even the betting markets we...
"Don't Trust My Bank"
Photo by Jason Pofahl on Unsplash
The Truth Behind a "Truth" (Greenland Edition)
Our democracy still benefits from a robust press corps that analyzes and debunks what public officials say. There is excellent analysis of President Donald Trump’s “Greenland Strategy” here, here and here. But investors who depend on the tr...
This Week's Chart, Next Week's Markets
Next week’s most important U.S. economic release is likely the Personal Consumption Expenditures (PCE), the Fed’s preferred inflation gauge, so it’s worth offering a little context to America’s struggle to bring inflation back to its 2% tar...
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Authors
The writers behind this newsletter.
Managing Partner, Arbroath Group, the geopolitical strategy firm; @MilkenInstitute; @WEAdvisors; former @USTreasury & White House; @CFR; @CFAInstitute; @RedSox Nation
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