Defense contracting is a powerful and profitable industry… but certain times are more profitable than others. Of course, the market knows this, but do they know soon enough? This article explores how the share prices of four prominent U.S. defense contractors have responded to the breakouts of five major conflicts over the last 25 years, trying to make sense of each result.Continue Reading

Are We Feeling Liberated Yet? Authors: Andrés Larios, Faith Spalding Editors: Andrés Larios, Faith Spalding Intro:  Welcome to the Weekly BluRB, a newsletter catered to students and professionals seeking the latest news and insights on global markets. Get prepared for the week by reading four stories circulating around equity markets,Continue Reading

Macroeconomic theory suggests that without any outside intervention, the macroeconomy will self-adjust and return to its long-run state after short-term shocks. The decision for policymakers thus boils down to a cost-benefit analysis taking into account factors like intertemporality and risk tolerance — they can either wait and allow the economy to adjust organically, or sink resources into actively trying to stabilize the economy, taking on the risk of further destabilizing it.Continue Reading

The Ukraine conflict represents an existential threat to global food security as some of the world’s largest food exporters: Russia and Ukraine, become embroiled in war. Economics Columnist Sean O’Connell explores what’s happening to world food supplies, and the geopolitical and humanitarian outcomes that come from empty stomachs.Continue Reading