Publications
By: Thierry Malleret | On: August 20, 2014 |
Weekly Selections from Monthly Barometer
5 insightful op-eds or articles to help make sense of today’s world Mohamed El-Erian, “Markets Are Making a Sucker’s Bet on Europe” (Bloomberg View, August 14, 2013) Or why bad […]
By: John E. Charalambakis | On: August 17, 2014 |
Hypnotized by Dreams of Utopian Placebos: Subpar Performance in an Age of Diminished Expectations, Part I
We are dreaming. We desire utopias. We treat ourselves with placebo drugs and we are hypnotized by all of the above. The symptoms started in Japan in the early 1990s. […]
By: Joel Charalambakis | On: August 15, 2014 |
Weekly Market Update
Stocks saw a positive week despite geopolitical risks that sparked volatility. Back and forth news on Russian aggression, growing US involvement against ISIS in Iraq and an end to a […]
By: Thierry Malleret | On: August 13, 2014 |
Weekly Selections from Monthly Barometer
5 insightful op-eds or articles to help make sense of today’s world Mark Gilbert, “Sausages, Cats and the ECB” (Bloomberg View, August 8, 2014) In the words of a former […]
By: John E. Charalambakis | On: August 10, 2014 |
The Groom Still Waiting at the Altar: The Medium-Term Brightening of the Economic Outlook
Over the course of the last few weeks equity markets has felt shocks, with the German DAX index dropping by more than 10% signifying correction territory. As we explained last […]
By: Joel Charalambakis | On: August 8, 2014 |
Weekly Market Update
Market Action Stocks rallied in the U.S. on Friday to squeeze out small gains for the week after having erased YTD gain last Friday. Elsewhere around the globe however the […]
By: Thierry Malleret | On: August 6, 2014 |
Weekly Selections from Monthly Barometer
5 insightful op-eds or articles to help make sense of today’s world David Bowers, “Treasury Yields – The Only Way is Up” (Financial Times, July 30, 2014 – paywall) The […]
By: John E. Charalambakis | On: August 3, 2014 |
Altering Expectations: Not Exactly What it Usually Means
The market turmoil last week persuaded some that a major correction is at work that will deflate the financial bubble. We would humbly disagree with that prediction. In our opinion […]
By: Joel Charalambakis | On: August 2, 2014 |
Weekly Market Update
The Dow has effectively erased its YTD gains as of this week as concerns over the potential for accelerated Fed action for interest rates, the stabilitiy of the European banking […]
By: Thierry Malleret | On: August 1, 2014 |
A Review of the Most Important Global Events in July by Monthly Barometer
The global economy continues to fall short of expectations. GDP growth in high-income economies remains sluggish, including in the US and the UK – the two countries where the upturn […]
By: John E. Charalambakis | On: August 22, 2014 |
Hypnotized by Dreams of Utopian Placebos, Part II: Jackson Hole Meets the Texas Ratio
In the last commentary our thesis was that the economic landscape does not suffer from secular stagnation but rather from a complex and confused disequilibrium that diminishes expectations. Rather than […]