Leading Thoughts: Geopolitics, Economics & Markets
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This Week's Chart, Next Week's Markets
Inflation, Davos, Chinese growth, European PMIs and Japanese rates
Jan 16
•
Christopher Smart
NEWS FLASH: Markets Ignore Headlines (Again)!
Investors just don't know how to price in geopolitical risks on any given day, so they don't. But sooner or later the risk premium catches up with…
Jan 14
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Christopher Smart
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Geopolitics, Investing and Sports Talk Radio
Amid shifting global alignments, what kind of analysis is most useful for corporate executives and investors as they deploy their next dollar?
Jan 12
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Christopher Smart
5
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What You Don't Understand About Trump's Trade Victories
Aug 4, 2025
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Christopher Smart
5
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They're Really Mad at Us
May 8, 2025
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Christopher Smart
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First They Came for the Tech Billionaires, and I Didn't Speak Up Because I Was Not a Tech Billionaire
Sep 22, 2025
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Christopher Smart
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"There's a Horse Loose in the Hospital!"
Feb 24, 2025
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Christopher Smart
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More Than Just the Yips
Jun 9, 2025
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Christopher Smart
5
2
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Geopolitics, Investing and Sports Talk Radio
Jan 12
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Christopher Smart
5
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This Week's Chart, Next Week's Markets
Venezuelan debt, US inflation and retail sales, Chinese production and German prices
Jan 9
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Christopher Smart
1
Regime Change Without a Change of Regime
In Venezuela, there may be less than meets the eye.
Jan 7
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Christopher Smart
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Next Year's Wars
The likeliest conflicts won’t move markets, but investors should watch for shifts in the background that will make the global order less predictable
Dec 22, 2025
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Christopher Smart
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This Week's Chart, Next Week's Markets
Shopping gloom, U.S. consumer confidence, Japanese leading indicators and ... Santa!
Dec 19, 2025
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Christopher Smart
1
Deal or No Deal?
All those trade announcements give a false sense of certainty over future tariff levels, as we learned this week. Inflation expectations will continue…
Dec 17, 2025
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Christopher Smart
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How to Invest in America's New National Security Strategy
It reads like a mercantilist manifesto, which means there are important guideposts that investors should understand.
Dec 15, 2025
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Christopher Smart
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This Week's Chart, Next Week's Markets
Pricing in the National Security Strategy, Korean exports, European industrial activity, putting frozen Russian assets to use and and lots of U.S…
Dec 12, 2025
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Christopher Smart
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Leading Thoughts: Geopolitics, Economics & Markets
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