by John E. Charalambakis | Jun 19, 2019 | Commentaries
“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, effective next Monday we are suspending the trading of all Chinese companies which are traded in...
by John E. Charalambakis | May 30, 2019 | Commentaries
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, traditionalists, Eurosceptics, nationalists, and populists are embracing the certainty of...
by John E. Charalambakis | May 22, 2019 | Commentaries
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
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
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...