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At the Intersection of Geopolitics and Geoeconomics: Francafrique Meets Africom

by John E. Charalambakis | Mar 5, 2013 | Commentaries

Objective: The energy independence of Europe, the containment of China in Africa, and the development of African assets Goal: Breaking the energy ties between Russia and Europe, limiting the transfer of operational assets from African nations to China, and the...

The Parallel Universe of Greece and Cyprus: Where Do they go from Here?

by John E. Charalambakis | Feb 28, 2013 | Commentaries

The dream became a nightmare for both Greece and Cyprus. Who is to be blamed for this? The purpose of this brief is not to present an outline for all the causes. The objective is to identify the root parallels that have created a universe of uncertainty for both...

The Softening of Inflation Targets and the Trajectory of the Markets: Upswing or Downtrend?

by John E. Charalambakis | Feb 24, 2013 | Commentaries

There were three events last week that paved the way forward for the markets, namely: The minutes of the Federal Reserve Bank that exhibited some reservation about continuing accommodative monetary policy; the downgrading of the British economy from its AAA status by...

On the Restless Efforts to Jumpstart the Global Economic Engine: Riding the Tide

by John E. Charalambakis | Feb 15, 2013 | Commentaries

In this week’s commentary we will briefly show how the buffer zones created by the world’s central banks are expected to result in above (recent) trend growth due to the fact that liquidity provisions are expected to boost lending ratios primarily in the US and...

Temporary Upswings and Credit Markets: Looking at Asia

by John E. Charalambakis | Feb 9, 2013 | Commentaries

The markets are experiencing a temporary upswing due to the velocity of the buffer zones that central banks are creating. Those buffer zones are trying to create a unity of response and convergence. The monetization and credit growth in Asia is uplifting its prospects...
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