Author: John E. Charalambakis

By: John E. Charalambakis | On: August 22, 2019 |

At the Crossroads called Hellespont: Recessionary Fears Meet Unapologetic Optimism

The year was 480 B.C.E. and Xerxes (Persia’s king of kings) had gathered his troops and his fleet in the place known as Abydos, a town on the Asian side […]

By: John E. Charalambakis | On: August 15, 2019 |

Another Perspective on the Recent Market Turmoil: Squandering the Stewardship of the International System

T.S. Elliot pronounced that Virgil’s Aeneid was a universal classic since the poem reflects the foundation of how you create and preserve a world system. The Aeneid displays in a […]

By: John E. Charalambakis | On: August 7, 2019 |

The Compounding of Risks: Trade Wars in the Midst of Cheapening Currencies

The risks of an economic slowdown is compounded by trade war rhetoric, a Brexit without a deal, the reduction of short-term rates (Asian central banks lowered their rates in the […]

By: John E. Charalambakis | On: July 30, 2019 |

Center for Financial Stability Roundtable Presentation

The Center for Financial Stability (CFS) recently hosted a roundtable discussion on European Central Bank (ECB) monetary policy with Philipp Hartmann. Philipp is Deputy Director General for research at the […]

By: John E. Charalambakis | On: July 24, 2019 |

Deglobalization and Disruption Meets Deconstruction: Isaiah Berlin and the Crooked Timber of Trading

Danny Rodrick might have been right after all when he argued in his 1997 book (titled Has Globalization Gone Too Far?) that we should be careful how far we are […]

By: John E. Charalambakis | On: July 18, 2019 |

Xenophon’s Oeconomicus Meets the Rabbits that Got the Guns

In last week’s commentary, we discussed some perspectives of gathering clouds over the short-term horizon (6-10 months). We expressed the opinion that caution is warranted regarding new market highs given […]

By: John E. Charalambakis | On: July 9, 2019 |

When the Rabbits Get the Guns

Data from around the world show that economic activity is slowing down. At the same time, the trade uncertainty exacerbates the concerns that a slowdown crowned with an intensifying trade […]

By: John E. Charalambakis | On: June 27, 2019 |

Cryptocurrencies and Pseudocurrencies Meet Homer: The Tale of New Wine in Old Wineskins Continues

What happens if you put new wine into old wineskins? Simply, the old wineskin will burst during the process of fermentation and then a mess will be created, value will […]

By: John E. Charalambakis | On: June 19, 2019 |

Weaponizing Foolhardiness in the Midst of Rising Geopolitical and Geoeconomic Risks

 “My fellow Americans, the time has come to confront the Chinese in the only way they know. Money talks and when money talks everyone is condemned to listen. Therefore, […]

By: John E. Charalambakis | On: May 30, 2019 |

EU Elections and Other Unfolding Stories: What Can we Decipher?

The EU elections held last weekend throughout the EU provided us with some important lessons that could prove to be pivotal in the unfolding drama in the land where Eurocrats, […]