Publications
By: Joel Charalambakis | On: August 8, 2014 |
Weekly Market Update
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 |
Weekly Selections from Monthly Barometer
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 3, 2014 |
Altering Expectations: Not Exactly What it Usually Means
The market turmoil last week persuaded some that a major correction is at work that will deflate the financial bubble. We would humbly disagree with that prediction. In our opinion […]
By: Joel Charalambakis | On: August 2, 2014 |
Weekly Market Update
The Dow has effectively erased its YTD gains as of this week as concerns over the potential for accelerated Fed action for interest rates, the stabilitiy of the European banking […]
By: Thierry Malleret | On: August 1, 2014 |
A Review of the Most Important Global Events in July by Monthly Barometer
The global economy continues to fall short of expectations. GDP growth in high-income economies remains sluggish, including in the US and the UK – the two countries where the upturn […]
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: John E. Charalambakis | On: August 10, 2014 |
The Groom Still Waiting at the Altar: The Medium-Term Brightening of the Economic Outlook
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 […]