Publications

By: John E. Charalambakis | On: October 11, 2018 |

Trying to Make Sense of Recent Market Movements

Yesterday’s drop of more than 3% in equities generated concerns about experiencing a correction similar to the one that we saw earlier this year. The fact is that the market […]

By: Laura Hochstetler | On: October 6, 2018 |

Weekly Market Update

Market Action Global equities declined on the week amid rising treasury yields and the Fed’s pursuit of rates that will exceed a neutral stance. The US 10-year Treasury note rose […]

By: John E. Charalambakis | On: October 3, 2018 |

Towards a Policy of Rate Neutrality: Implications for Asset Allocation

Since December 2015 the Fed has raised short-term interest rates eight times (from 0-0.25% where it stood in December 2015) to the current level of 2-2.25%. Analysts anticipate that the […]

By: Laura Hochstetler | On: September 29, 2018 |

Weekly Market Update

Market Action Asian stocks ended the third quarter on a strong note. Japan’s Nikkei 225 led major indexes in the region with a more than 1% gain, while China’s Shanghai […]

By: Rachel Poole | On: September 27, 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 The United States has set September 30th as a deadline for reaching a […]

By: Laura Hochstetler | On: September 23, 2018 |

Weekly Market Update

Market Action Global equities extended their recent advance, with the S&P 500 and the Dow Jones Industrial Average both posting record highs on Thursday. Helping to sustain the advance were […]

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

Monetary Policy, Currency Misalignments, and Markets’ Memory: Pausing the Hiking of Rates

Inflows to emerging markets dropped by over 65% between July and August of this year. A strengthening American economy and the growing trade tensions have created a rout in emerging […]

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

Weekly Market Update

Market Action Global equities rebounded this week, spurred by calmer emerging markets and modest hopes that US-China talks will defuse growing trade tensions. The yield on the US 10-year Treasury […]

By: Ken Rietz | On: September 12, 2018 |

Is Amazon Causing a Retail Apocalypse?

Apple (NASDAQ:AAPL) and Amazon (NASDAQ:AMZN) are the first US companies to cross the one trillion dollar market cap ribbon, with Apple winning by a nose. (They are not the first […]

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

Weekly Market Update

Market Action Global equity prices slipped on the week amid ongoing emerging market concerns. The yield on the 10-year US Treasury note rose 12 basis points to 2.94% as US […]

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

The Spider of Currencies and Trade: Monolithic Tribalism

Over the course of the next few months, problems in emerging markets may intensify. Here is a list of the primary candidates: Turkey, Brazil, Argentina, and China. We certainly do […]