Publications
By: Thierry Malleret | On: April 1, 2015 |
Monthly Barometer’s Forward-Looking Monthly Review: An Interdisciplinary View of our Complex Global Economy
As much of the world flirts with deflation or “lowflation”, some pundits turn to Japan to claim “we can happily live with it”. Their rationale: since 2009, Japan has grown […]
By: Joel Charalambakis | On: March 28, 2015 |
Weekly Market Update
Market Action Volatility continues to manifest in financial markets. Triple digit losses and large intra-day swings characterized much of the week as all sectors and major indices in the U.S. […]
By: Joel Charalambakis | On: March 20, 2015 |
Weekly Market Update
Market Action Markets recovered from last week’s sell off but still saw volatility continue with the Dow alternating triple digits moves throughout the week. The most apparent catalyst was the […]
By: Joel Charalambakis | On: March 13, 2015 |
Weekly Market Update
Market Action Disappointing economic data and bouts with volatility kept U.S. markets down this week. Analysts cast a theme of blaming the dollar’s rise for keeping corporate profitability low for […]
By: John E. Charalambakis | On: March 11, 2015 |
Drying Up The Collateral Base
Since 1873 the world has suffered two periods of great deflationary pressures: the first one from 1873-1893, and the second during the Great Depression in the 1930s. We may be […]
By: Daniel Stelter | On: March 8, 2015 |
Portugal’s Successful Turnaround? A Fairy Tale
Even a brief glance at the facts suffices. Portugal is no less bankrupt than Greece. The country’s government debt, at 124% of GDP, might be lower than in Greece. However, […]
By: Joel Charalambakis | On: March 6, 2015 |
Weekly Market Update
Market Action A surprising and sterling jobs number on Friday did not enthuse U.S. equities as a near 300-point fall in the Dow closed out the week. Utilities led the […]
By: John E. Charalambakis | On: March 3, 2015 |
“Quanto Sia Vana Ogni, Quanto Fallace Ciaschedum Disegno”: The Economics of Turmoil, and the Financing of Dysfunctionalities in the Midst of Volatile Markets
Lorenzo the Magnificent (the scion of the Medici banking family), whose lending institution dominated not only Florence but much of Europe, was also a poet influenced by Horace and Catullus. […]
By: Thierry Malleret | On: March 1, 2015 |
Monthly Barometer’s Forward-Looking Monthly Review: An Interdisciplinary View of our Complex Global Economy
Although there are multiple takes on the global economic outlook, there is a single determining factor upon which that outlook hinges: the world suffers from over-indebtedness and needs to cure […]
By: Joel Charalambakis | On: February 27, 2015 |
Weekly Market Update
Market Action U.S. markets closed out the month of February with one of the best months in the past few years, coming off a disappointing January. All sectors, save for […]
By: John E. Charalambakis | On: March 29, 2015 |
Lorca on Headwinds and Tail Risks: It’s Five O’clock at the Crossroads of Liquidity and Volatility
Could the markets suddenly unravel? Of course they could. The fiat monetary system is like a mirage, it can tumble because of underestimated circumstances. Imagine for example Greece abruptly leaving […]