Global Markets
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Red Sea Crisis: Global Trade, Shipping, and Commodity Markets
The Red Sea Crisis ignites a seismic shift in global trade as Houthi attacks on shipping routes have led to a drastic 82% reduction in container tonnage through the Suez Canal. Starting in November 2023, these disruptions have compelled a significant rerouting of maritime traffic around Africa’s Cape of Good Hope, impacting the global supply…
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The Rise of Tesla: How theElectric Car Company is Changing the Automotive Industry
ExxonMobil shakes up the energy game with its impressive $59.5 billion acquisition of Pioneer Natural Resources. Against a climate-conscious setting, the deal aims to redefine Exxon’s position in the Permian Basin, holding 40% of US oil production. Fueled by geopolitical events and soaring profits, the move is a strategic bet on operational efficiency, cost savings,…
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Beyond Brexit: Outlook and Risks for the U.K. Economy
The path of UK economic output in 2020 mirrored that of the eurozone. In the first half of the year, a deep contraction preceded a sizeable rebound in the third quarter as virus restrictions were partially eased. In the summer, the government’s ”Eat Out to Help Out” initiative to support the hospitality industry, paired with…
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2022 Markets, PE, and M&A Outlook
2021 was a year of record equity markets performance on top of a trailing economy, but 2022 might be a completely different landscape for global markets. The private equity industry had a record dry powder in 2021, especially for strategic spin-offs. This trend is likely to be continued in 2022. In the M&A industry, ESG…
