Publications

By: Thierry Malleret | On: July 30, 2014 |

Weekly Selections from Monthly Barometer

5 insightful op-eds or articles to help make sense of today’s world Mohamed El-Erian, “What to Do About the Jobs-Growth Conundrum” (Bloomberg View, July 22, 2014) Allianz’s chief economic adviser […]

By: Joel Charalambakis | On: July 25, 2014 |

Weekly Market Update

US equity markets had a rough week in the last full week of the month. The Dow saw its largest decline in seven weeks after Goldman Sachs issued a late […]

By: Thierry Malleret | On: July 23, 2014 |

Weekly Selections from Monthly Barometer

5 insightful op-eds or articles to help make sense of today’s world Robert Shiller, “Booming Until It Hurts” (Project Syndicate, July 15, 2014) The author of “Irrational Exuberance” discusses the […]

By: John E. Charalambakis | On: July 21, 2014 |

Central Banks and Market Dislocations: Macroprudential Policy as Enforcer of Uncertainty

In the most recent report from the Bank of International Settlements (BIS) – the central bank of the central banks- we observed one the clearest divisions between the accommodative/coordinated policies […]

By: Joel Charalambakis | On: July 18, 2014 |

Weekly Market Update

Market Action  Equities in the US rallied on Friday to end the week in positive territory. Earnings reports so far have presented some modest good news into markets but geopolitical […]

By: Thierry Malleret | On: July 16, 2014 |

Weekly Selections from Monthly Barometer

5 insightful op-eds or articles to help make sense of today’s world Dani Rodrik, “A Class of Its Own” (Project Syndicate, July 10, 2014) The Princeton professor argues that: “the […]

By: John E. Charalambakis | On: July 12, 2014 |

Plumbers Wanted: Financial Clogs and Market Engineering

Over the course of the last several months a sense of market stability has prevailed. This can be seen in the low yields of government securities around the globe, signifying […]

By: Joel Charalambakis | On: July 12, 2014 |

Weekly Market Update

Market Action   Equities markets around the globe suffered considerable losses throughout the week. European markets highlighted a poor week as multiple nations reported weak industrial activity, lending continues to […]

By: Thierry Malleret | On: July 6, 2014 |

Weekly Selections from Monthly Barometer

5 insightful op-eds or articles to help make sense of today’s world Daniel Altman, “Get Ready for the Perma-Slump” (Foreign Policy, June 27, 2014) One of today’s key questions for […]

By: John E. Charalambakis | On: July 3, 2014 |

The Devolutionary Disease of Conceit: Two Hundred and Thirty Eight Years Later

According to the latest employment data the average pace of job gains in the US has accelerated and now stands at the highest level in the last few years, as […]

By: Thierry Malleret | On: July 3, 2014 |

Weekly Selections from Monthly Barometer

5 insightful op-eds or articles to help make sense of today’s world Heather Timmons, “China’s growing food demands stoke fears of a global factory farming boom” (Quartz, June 25, 2014) […]