By: Joel Charalambakis | On: March 13, 2015 |
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: Daniel Stelter | On: March 8, 2015 |
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 |
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 |
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 |
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 |
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: Joel Charalambakis | On: February 20, 2015 |
Market Action Thanks to a surge in markets on Friday major indices in the U.S. closed the week in positive territory. The main catalyst for the upswing was a deal […]
By: John E. Charalambakis | On: February 16, 2015 |
About a year ago in a meeting we had in Warsaw, Poland I contrasted Jamaica and Singapore. The contrast was based on a simple observation/fact, which stated that those two […]
By: Joel Charalambakis | On: February 15, 2015 |
Market Action Major U.S. benchmarks closed the week in positive territory for the year despite the lack of major data releases to support the moves. Technology led the week thanks […]
By: Joel Charalambakis | On: February 7, 2015 |
Market Action U.S. stocks had one of their best weeks in the past five years. Better than expected earnings by some key companies, economic data and a technical bounce served […]
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 […]