Publications
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: 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 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 […]