Publications
By: Joel Charalambakis | On: January 16, 2015 |
Weekly Market Update
Market Action U.S. markets on Friday ended a five-day streak of losses for risk assets. A combination of weak economic data, global growth concerns and disappointing Q4 earnings contributed to […]
By: Daniel Stelter | On: January 16, 2015 |
How Japan Bankrupted Itself
Following the start of Abenomics in 2012, Japan moved back to the center of attention of global financial markets. After two and a half decades of economic stagnation, hopes were […]
By: Joel Charalambakis | On: January 9, 2015 |
Weekly Market Update
Market Action A strong jobs report published Friday could not assuage markets, pushing them down overall on the week and 2015 so far. While the headline jobs growth exceeded forecasts […]
By: Joel Charalambakis | On: January 4, 2015 |
Weekly Market Update
Market Action Rising volatility in U.S. markets and international worries pushed major indices down for the past week. Some disappointing data, particularly in housing, took some steam out of equities. […]
By: Thierry Malleret | On: January 2, 2015 |
A Review of the Most Important Global Events in December by Monthly Barometer
The combat against lowflation, or possibly deflation, will be by far the greatest economic challenge of 2015. The world economy is now deflation-prone, and in almost all developed economies, […]
By: John E. Charalambakis | On: December 28, 2014 |
On Foxes and Hedgehogs: Assimilating the Dissimilar while Contemplating the Impalpable and the Imponderable
I boarded the nonstop flight from Miami to Buenos Aires. As in the previous years during this time, it was destined to be an exciting flight. My fellow co-passengers in […]
By: Daniel Stelter | On: December 26, 2014 |
Japan: Abe’s Remaining Options
Blacksummit Financial Group is honored to publish the following piece by Dr. Daniel Stelter, with his permission. This is the first of three posts by Dr. Stelter that we will […]
By: John E. Charalambakis | On: December 23, 2014 |
Existential Market Disruptors, Part II: Contemplating Credit and Currency Scenarios for 2015
The purpose of this commentary is not to convey our outlook for 2015. That will be forthcoming in two parts in the next couple of weeks. Rather its purpose is […]
By: Joel Charalambakis | On: December 20, 2014 |
Weekly Market Update
Market Action Markets experienced their most turbulent week since the decline of mid-October. Going back to December 9th the Dow Jones lost close to 5% in the span of a […]
By: Joel Charalambakis | On: December 17, 2014 |
Geopolitical Journal: December 17th
Geopolitical Headlines Russia Tension and fragility in Russia grow deeper every day and on a multitude of fronts. The precipitous decline of oil brings worry about the basic foundations of […]
By: John E. Charalambakis | On: January 11, 2015 |
The Illusion of a European Firewall: Reflections on a Convoluted Expedition
The Euro – the epitome of what is known as a dysfunctional currency- is shaking. It seems that the Fed no longer needs to support it at those irrational levels, […]