By: Joel Charalambakis | On: January 15, 2016 |
Market Action The second trading week of the year was again unkind to stocks around the globe. A number of catalysts have been thrown out in the press from China […]
By: John E. Charalambakis | On: January 11, 2016 |
Yesterday, the South African Rand lost 10% of its value. The South African economy is viewed as unstable due to its domestic politics (the President changed the Minister of Finance […]
By: Joel Charalambakis | On: January 8, 2016 |
Market Action U.S. markets got off to their worst start ever to a new year. The selling was virtually indiscriminate, with every sector and segment of the market down. Further […]
By: John E. Charalambakis | On: January 4, 2016 |
Rising geopolitical tensions during the first couple of days in the New Year may bring a rising risk premium. At the same time, China’s market turmoil (due to slowing manufacturing […]
By: John E. Charalambakis | On: December 28, 2015 |
I boarded the non-stop flight from Cincinnati to Paris. Walking down the plane’s aisle I discovered a special area can accommodate round-the-table discussions, just as in previous years. To my […]
By: John E. Charalambakis | On: December 21, 2015 |
It’s so wonderful to have friends who teach you about some great moments in history that could have been pivotal for the world we live today. A few days ago, […]
By: Joel Charalambakis | On: December 19, 2015 |
Market Action Stocks welcomed the first interest rate increase in nearly a decade with a strong rally on Wednesday but gave up gains the following two days and closed down […]
By: Joel Charalambakis | On: December 13, 2015 |
Market Action Global equity markets sold off considerably this week. Renewed volatility in energy, tremors in high-yield debt and widespread expectations of tightening monetary policy from the Fed next week […]
By: John E. Charalambakis | On: December 11, 2015 |
Over the last few days the markets have exhibited signs of fears and some distress. Diverging a little bit from our recent commentaries that dealt with the investment paths of […]
By: John E. Charalambakis | On: December 8, 2015 |
During most of 2015, investors had to worry about a Grexit, a China slowdown, a commodities bust, or a synchronized degradation of market expectations. At the dawn of 2016, we […]
By: John E. Charalambakis | On: January 19, 2016 |
Is a Secular Bear Knocking at Market’s Door? The Escalator of Spending
We are crossing correction territory (a drop of more than 10%) for some equity markets in developed countries around the world. This has brought questions about the possibility of a […]