Newsletter & Commentary
Christopher Smart's Substack — incisive analysis of the geopolitical, economic and market forces shaping the world, delivered directly to your inbox.
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Founder, Arbroath Group
Former White House & Treasury
About the Newsletter
Leading Thoughts is Christopher Smart's regular newsletter on the political, economic and financial forces reshaping the global landscape — written for executives, investors and policymakers who need more than headlines.
Drawing on his experience at the White House National Economic and National Security Councils, the U.S. Treasury, and as Chief Global Strategist at Barings, Christopher translates complex geopolitical dynamics into clear, actionable insight.
Each edition brings an independent, trans-Atlantic perspective that connects policy decisions in Washington and European capitals to real-world investment and corporate strategy consequences.
What You'll Find
What shifting trade policy means for global supply chains and corporate strategy
How fractures in the world order create risk and opportunity for investors
The intersection of policy decisions and investment outcomes
Making sense of U.S. policy for internationally-focused organizations
Dynamics between the U.S. and European economies and institutions
Debt, inflation, growth and the forces shaping the economic cycle
Latest from Substack
Updated automatically — always the latest from leadingthoughts.substack.com.
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