Publications
By: The BlackSummit Team | On: May 4, 2014 |
Weekly Market Update
Market Action Talk of M&A activity early in the week elevated markets as GE’s attempt to acquire Alstom and Pfizer’s bid for AstraZeneca dominated headlines. Stronger than expected data on […]
By: The BlackSummit Team | On: May 2, 2014 |
A Review of the Most Important Global Events in April by Monthly Barometer
Despite inflation surging in countries like Brazil and Russia, the global economic environment remains deflationary. Leaving aside the big deflationary trends such as aging, weak aggregate demand, stagnating real wages, […]
By: Thierry Malleret | On: April 27, 2014 |
Weekly Selections from Monthly Barometer
5 insightful op-eds or articles to help make sense of today’s world Martin Wolf, “A More Equal Society Will Not Hinder Growth” (Financial Times, April 24, 2014 – metered paywall) […]
By: The BlackSummit Team | On: April 25, 2014 |
Weekly Market Update
Market Action Equity markets started the week strong as a supposed agreement to deescalate tensions between Russia and Ukraine cooled risk concerns and paired with strong earnings reports, particularly from […]
By: John E. Charalambakis | On: April 23, 2014 |
The Great Divorce: Dystopia Built by Delusions and Divergence Cries out for a Devolution
This commentary serves as an initial attempt to explain the financial crisis, the current market upswing, and the potential brewing crisis which in a few years time could change the […]
By: Thierry Malleret | On: April 22, 2014 |
Weekly Selections from Monthly Barometer
5 insightful op-eds or articles to help make sense of today’s world Adair Turner, “The High-Tech, High-Touch Economy” (Project Syndicate, April 16, 2014) The financial pundit observes that we live […]
By: John E. Charalambakis | On: April 21, 2014 |
Can you Hear the Oceanic Thunder? Moral Hazard Reigns Supreme in the Land of Plenty
Just a few days ago an event took place in Australia that received very little coverage. Fearing a run on a bank the Australian government guaranteed deposits up to $1 […]
By: The BlackSummit Team | On: April 18, 2014 |
Weekly Market Update
Market Action The US equity markets rebounded this week to effectively erase prior week’s losses in all areas save for technology. The Dow gained 381.79 points for the week while […]
By: John E. Charalambakis | On: April 14, 2014 |
Senor, Is this About Production of a Show by Means of Placebo Effects? Market Trajectory, The Greek Bond Oversubscription, the Failed Chinese Bond Auction, and Mr. Nitup
What a week! It had everything. The Greek bond offering was oversubscribed four times while the Chinese bond auction failed! This is great, isn’t it? Greece is the new China. […]
By: Thierry Malleret | On: April 7, 2014 |
Weekly Selections from Monthly Barometer
5 insightful op-eds or articles to help make sense of today’s world Nouriel Roubini, “The Changing Face of Global Risk” (Project Syndicate, March 31, 2014) Nouriel thinks that the six […]
By: John E. Charalambakis | On: April 29, 2014 |
Prudential Banking: Giving Credit Where Credit is Due
Early this morning I was listening to the announcement about Deutsche Bank’s (DB) profits, which came in “better than expected” and hence its stock price gained more than 2% for […]