Publications
By: Andy Quirk | On: March 10, 2018 |
Weekly Market Update
Market Action President Trump signed an executive order imposing tough tariffs on imported steel and aluminium. This decision has been met with resistance by many within the Republican party as […]
By: Laura Hochstetler | On: March 4, 2018 |
Weekly Market Update
Market Action Markets declined broadly last week, marking the first monthly loss for the U.S. stock market since October 2016. Volatility remained high with four of the five trading days […]
By: John E. Charalambakis | On: March 1, 2018 |
Corporate Bonds, Excess Cash, and Market Yields: Is there an Equities Link?
In the recent market turmoil, corporate bonds seemed able to sustain their values. Could we assume that in a future market turmoil they will continue showing signs of immunity? Last […]
By: Laura Hochstetler | On: February 25, 2018 |
Weekly Market Update
Market Action Stocks were up modestly for the week, breaking the recent trend of sharp swings which produced the worst week in two years and the best week in five […]
By: Andy Quirk | On: February 22, 2018 |
CROSSROADS
Here are the biggest issues to watch around the globe over the coming month: The Russia Investigation The investigation into Russian interference in the 2016 U.S. election is heating up, […]
By: Andy Quirk | On: February 18, 2018 |
Weekly Market Update
Market Action After falling into correction last week, the S&P 500 and the Dow Jones Industrial Average are both up 4% and are on track for the biggest weekly percentage […]
By: John E. Charalambakis | On: February 14, 2018 |
Usual Suspects and Unusual Narratives: Markets Search for Direction but Natura No Facit Saltus
Should we always buy the dip? The strategy has worked over a number of years. Is this time different? The blame over the recent market turmoil has identified some usual […]
By: Laura Hochstetler | On: February 10, 2018 |
Weekly Market Update
Market Action Stocks globally were down sharply for the second week in a row, and stock market volatility has returned with large daily market swings; this week the CBOE Volatility […]
By: John E. Charalambakis | On: February 8, 2018 |
Market Turmoil, Portfolios and Commodities: Time to Diversify, Part I
As a starting point allow me please to summarize what we communicated to our clients during the recent market turmoil. First, let’s review what we perceive are the main causes […]
By: Laura Hochstetler | On: February 4, 2018 |
Weekly Market Update
Market Action Stocks recorded their first weekly loss of 2018. The S&P 500 Index suffered its worst weekly drop in two years. Rising yields and inflationary fears are cited as […]
By: John E. Charalambakis | On: March 7, 2018 |
American Leadership and Global Insecurity: Market Assessment
In security conferences around the world, speakers have been describing the rising threats and the rising level of insecurity, while at the same time wondering where the American leadership has […]