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: 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: August 10, 2014 |
Over the course of the last few weeks equity markets has felt shocks, with the German DAX index dropping by more than 10% signifying correction territory. As we explained last […]
By: Joel Charalambakis | On: August 8, 2014 |
Market Action Stocks rallied in the U.S. on Friday to squeeze out small gains for the week after having erased YTD gain last Friday. Elsewhere around the globe however the […]
By: Thierry Malleret | On: August 6, 2014 |
5 insightful op-eds or articles to help make sense of today’s world David Bowers, “Treasury Yields – The Only Way is Up” (Financial Times, July 30, 2014 – paywall) The […]
By: John E. Charalambakis | On: August 22, 2014 |
Hypnotized by Dreams of Utopian Placebos, Part II: Jackson Hole Meets the Texas Ratio
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 […]