By: Thierry Malleret | On: September 2, 2014 |
Recent economic developments give credence to the idea that the world has entered an era of slower growth and higher unemployment. Surprisingly, this remains a minority view at a time […]
By: Joel Charalambakis | On: August 29, 2014 |
Market Action Stocks posted their fourth consecutive week of gains in the United States this week, marked with the S&P’s milestone in crossing 2,000. While data released this week was […]
By: Joel Charalambakis | On: August 27, 2014 |
5 insightful op-eds or articles to help make sense of today’s world Jim O’Neill, “Will the Calm in Global Markets Last?” (Bloomberg View, August 19, 2014) Goldman’s Sachs former chief […]
By: Joel Charalambakis | On: August 26, 2014 |
Today Blacksummit Financial Group introduces the creation of a new publication, its Geopolitical Journal. Drafted biweekly, our aim is to summarize and inform our readers of key geopolitical events gripping […]
By: Joel Charalambakis | On: August 22, 2014 |
Market Action All eyes this week were tuned to Janet Yellen in Jackson Hole, Wyoming as the annual congregation of key central bankers concluded on Friday. The statement from the […]
By: John E. Charalambakis | On: August 22, 2014 |
In the last commentary our thesis was that the economic landscape does not suffer from secular stagnation but rather from a complex and confused disequilibrium that diminishes expectations. Rather than […]
By: Thierry Malleret | On: August 20, 2014 |
5 insightful op-eds or articles to help make sense of today’s world Mohamed El-Erian, “Markets Are Making a Sucker’s Bet on Europe” (Bloomberg View, August 14, 2013) Or why bad […]
By: John E. Charalambakis | On: August 17, 2014 |
We are dreaming. We desire utopias. We treat ourselves with placebo drugs and we are hypnotized by all of the above. The symptoms started in Japan in the early 1990s. […]
By: Joel Charalambakis | On: August 15, 2014 |
Stocks saw a positive week despite geopolitical risks that sparked volatility. Back and forth news on Russian aggression, growing US involvement against ISIS in Iraq and an end to a […]
By: Thierry Malleret | On: August 13, 2014 |
5 insightful op-eds or articles to help make sense of today’s world Mark Gilbert, “Sausages, Cats and the ECB” (Bloomberg View, August 8, 2014) In the words of a former […]
By: John E. Charalambakis | On: September 4, 2014 |
Strategic Misconceptions and Market Expectations: The Brighter Side of a Dark Moon
In the last few days we’ve observed geopolitical events taking place from the Middle East to Eastern Europe and from Africa to Asia, shaking the markets and molding expectations. The […]