Publications

By: John E. Charalambakis | On: December 19, 2018 |

Reflections on the Latest Market Swings: Signals for 2019

As noted in two previous commentaries (Assessing the Prospects of 2019: Part II and Headwinds vs. Tailwinds: An Initial Assessment of Undercurrent Trends Affecting the Market Outlook for 2019) we […]

By: Laura Hochstetler | On: December 15, 2018 |

Weekly Market Update

Market Action US equities fell along with global stocks on Friday, rounding out a week of volatile trading as investors waded through trade dispute developments and other geopolitical events. Yields […]

By: John E. Charalambakis | On: December 13, 2018 |

Assessing the Prospects of 2019: Part II

Following our initial assessment of next year’s prospects, we discuss below some reasons that make us believe next year may be better than 2018. It seems that until this past […]

By: Laura Hochstetler | On: December 8, 2018 |

Weekly Market Update

Market Action Global equities declined on the week amid increasing concerns over global growth and lingering trade tensions. The yield on the US 10-year Treasury note slumped nearly 14 basis […]

By: John E. Charalambakis | On: December 5, 2018 |

From Black Friday to Good Friday and Back: Economic Indicators, Trading Opportunities, and the Shakeup of Expectations

Economic indicators such as the Purchasing Managers Index (PMI), Consumer Confidence Index, and the price of oil could be thought as signals of future economic activity. Last year the Eurozone […]

By: Laura Hochstetler | On: December 1, 2018 |

Weekly Market Update

Market Action Global equities closed mostly higher for the week, with US equities showing the greatest increase at about 5% on the week. (The S&P 500 Index recorded its best […]

By: Rachel Poole | On: November 29, 2018 |

Crossroads: At the Intersection of Geopolitics and Geoeconomics

Here are some critical issues to watch around the globe over the coming month:   North America In the US, months of campaigning came to an end with Democrats breaking […]

By: John E. Charalambakis | On: November 20, 2018 |

Headwinds vs. Tailwinds: An Initial Assessment of Undercurrent Trends Affecting the Market Outlook for 2019

As we are approaching the start of 2019, we could identify five important tailwinds and an equal number of headwinds going into play in the new year. Overall, we believe […]

By: Laura Hochstetler | On: November 17, 2018 |

Weekly Market Update

Market Action Global equities closed mostly lower for the week amid continued concerns over slowing global economic growth and the chaotic Brexit process playing out between the United Kingdom and […]

By: John E. Charalambakis | On: November 13, 2018 |

Victor (as in Frankenstein), Prometheus (and Pandora), and Sisyphus (and the Rock): Defiance, Derivatives, and Midas

Victor Frankenstein was the creator of the monster and not the monster itself. Prometheus’ gift of fire to humans was offset by Pandora’s box. Sisyphus’ condemnation to keep rolling the […]

By: Laura Hochstetler | On: November 10, 2018 |

Weekly Market Update

Market Action US equities regained some ground this past week while European and Asian benchmarks closed fairly flat on the week. The US 10-year Treasury note slightly declined to 3.19% […]