by John E. Charalambakis | May 22, 2019 | Commentaries, Uncategorized
Whether we look at the Pacific region or at US markets we observe elevated anxiety regarding the evolution of the trade disputes. Mutual trust has been undermined, harsher steps are taken, miscalculations abound, and the consequences of all these have implications for...
by John E. Charalambakis | May 14, 2019 | Commentaries, Uncategorized
It seems that in the midst of the markets’ significant drop yesterday, I had not paid attention to the tweet by Bruegel. Have you seen the tweet by Pieter Bruegel? He seems to be disturbed by what he calls a rebellion against the natural order of things. He seems to...
by John E. Charalambakis | May 7, 2019 | Commentaries, Uncategorized
The president’s threat to increase tariffs on Chinese products from 10% to 25%, sent volatility way high yesterday (see chart below). Moreover, the president’s threat via two tweets caused the Chinese Shanghai market to tumble by 5.6% while also contributed to a sea...
by John E. Charalambakis | May 3, 2019 | Commentaries, Uncategorized
We invite our readers to watch this video which is wonderfully done. Euro Banknotes – Made to Last And now our simple and humble questions: How about fire? Would ever anyone offer €110 for €100 bill? If the answer to those questions is problematic, then what is...
by John E. Charalambakis | Apr 25, 2019 | Commentaries, Uncategorized
The S&P 500 as well as the Nasdaq hit record highs on Tuesday. What’s next? Can we answer that question without considering the surrounding context and especially the stage of the credit cycle? Cicero used to say that context shapes decorum and the latter,...