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PUBLICATIONS
Notes | Pre-Fed Thoughts (Sep '25)
Ideas to think about going into the decision and press conference. 17 SEP 2025 EDWARD VON DER SCHMIDT Cut and What? The Federal Open...
Sep 174 min read
Points | The Fed's Consensus Statement, Annotated
Uncertainty surrounds the Federal Reserve and the aftermath of the September 16-17 Federal Open Market Committee (FOMC) meeting. The...
Sep 1211 min read
Recap | 21 August 2025
Russia's maximalist demands including surrender of the Donbas make near-term peace accord unlikely.
Aug 228 min read
Recap | 20 August 2025
Left out, Russia objects to discussions involving security guarantees for Ukraine. Texas House passes redistricting legislation as...
Aug 216 min read
Recap | 19 August 2025
Europe leads efforts to define and formalize security guarantees for Ukraine as US evaluates support options. Technology stocks sink...
Aug 203 min read
Recap | 18 August 2025
Trump-Zelenskyy White House summit with European leaders exceeds expectations notwithstanding lack of details as officials eye land swaps...
Aug 194 min read
Outlook | 18 August 2025
A discussion of key themes in the week ahead. Inflection Points - Ukraine and the Fed Friday's "productive" Trump-Putin summit in...
Aug 184 min read
Recap | 13 August 2025
Germany convenes President Trump, President Zelenskyy and European leaders to forge shared understanding prior to US-Russia summit.
Aug 143 min read
Recap | 12 August 2025
Ukraine continues to push back on territorial concessions ahead of call with European leaders and Trump-Putin summit.
Aug 133 min read
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