Publications

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: Joel Charalambakis | On: February 20, 2015 |

Weekly Market Update

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 |

Overfed but Still Malnourished: The Aegean Sea Meets Singapore

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 |

Weekly Market Update

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 |

Weekly Market Update

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 […]