Publications
By: Rachel Poole | On: October 3, 2020 |
Weekly Market Update
Global Market News Global equities make gainsGlobal equities made some gains this week after multiple weeks of decline. Markets rallied strongly early in the week but lost ground on Friday […]
By: Rachel Poole | On: October 2, 2020 |
Crossroads: At the Intersection of Geopolitics and Geoeconomics
Here is a summary of the most important events that took place last month, and as they are unfolding may affect economic, financial and geopolitical issues in the months ahead: […]
By: Rachel Poole | On: October 1, 2020 |
Covid-19, US Elections, and the Day After
At a time when conflicting voices are raised as to when full recovery will arrive, we are pleased to present below a summary of four articles with unique insights that […]
By: Joel Charalambakis | On: September 29, 2020 |
Where Corporate Profits Come From: Deficits and COVID-19
There are a number of variables, factors, and principles that overlap between both Microeconomics and Macroeconomics: interest rates, wages, investment, taxation, among many others. Millions of students around the world […]
By: Rachel Poole | On: September 26, 2020 |
Weekly Market Update
Global Market News Global equities fall as volatility edges upGlobal equities were down again this week. The S&P 500 recorded its fourth consecutive week of losses. The yield on the […]
By: Rachel Poole | On: September 24, 2020 |
Covid-19 and the Day After
At a time when conflicting voices are raised as to when full recovery will arrive, we are pleased to present below a summary of four articles with unique insights that […]
By: John E. Charalambakis | On: September 22, 2020 |
Mustard Seed Developments: Could Epictetus’s Discourses Teach us Anything About Rising Uncertainty?
More than twenty years ago I read a book by Tom Sine titled “Mustard Seed versus McWorld”. I had met the author a couple of years earlier when we both […]
By: Rachel Poole | On: September 19, 2020 |
Weekly Market Update
Global Market News Global equities continue to dropAfter a strong start to the week for US tech and airline companies, global equities dropped lower on the week. The yield on […]
By: John E. Charalambakis | On: September 15, 2020 |
A Preliminary Assessment of Q4
We are of the opinion that the output gap in the US by the end of the year will range between 2.5-3.5%. However, for the European Union (EU), we expect […]
By: Rachel Poole | On: September 12, 2020 |
Weekly Market Update
Global Market News Global equities drop Global equities were down on the week after a tech selloff on Tuesday. By the end of trading on Friday, markets had recovered much […]
By: John E. Charalambakis | On: October 6, 2020 |
Fertilizers in the Market’s Vineyard: From Delos to Athens and the Skepticism of Montaigne
It has become common belief and even market strategy the dogma “don’t fight the Fed”. Once the Fed decided to follow an expansionary accommodative policy (at the onset of the […]