by John E. Charalambakis | Sep 19, 2018 | Commentaries, Uncategorized
Inflows to emerging markets dropped by over 65% between July and August of this year. A strengthening American economy and the growing trade tensions have created a rout in emerging markets which is contributing to currency misalignments in Asia and South America....
by John E. Charalambakis | Sep 5, 2018 | Commentaries, Uncategorized
Over the course of the next few months, problems in emerging markets may intensify. Here is a list of the primary candidates: Turkey, Brazil, Argentina, and China. We certainly do not have the space to discuss all of them in this commentary, but at least we can touch...
by John E. Charalambakis | Aug 22, 2018 | Commentaries, Uncategorized
With very little doubt the good earnings growth has uplifted and sustained stocks to high levels. At the same time, good economic growth has uplifted consumer and business confidence levels and has advanced spending. The main question at this point is that if such...
by John E. Charalambakis | Aug 16, 2018 | Commentaries, Uncategorized
Over the course of the last few days, emerging markets currencies have been experiencing tremors due to contagion fears originating in the Turkish lira. As the first graph below shows, emerging market dollar-denominated debt has more than doubled in the last ten...
by John E. Charalambakis | Aug 1, 2018 | Commentaries, Uncategorized
Warning: This is not a commentary about warnings. Forecast: Why should anyone desire to be proven wrong? Market Indexes: Distorted and inadequate to capture market movements let alone the undercurrent fundamentals. In the not too distant past, when we look at the...