Publications
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: 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: February 3, 2018 |
Tech Earnings, Gold Performance, and Bond Jitters: The Dollar Link
It seems that we may be in for another tech-earnings party today. As these lines are being drafted, Microsoft and Facebook are expected to report rising profits and anticipation is […]
By: Laura Hochstetler | On: January 28, 2018 |
Weekly Market Update
Market Action Stocks continued their winning streak, with the major indexes notching their fourth consecutive weekly gain and moving to new record highs. The British pound rallied above 1.40 against […]
By: John E. Charalambakis | On: January 25, 2018 |
Dollar Weakness and Economic Developments: What are the Implications and Where Might it be Headed?
At the beginning of 2017, it cost $1.06 (USD) to buy one euro. As of today, $1.235 is needed to buy the same euro. Does that reflect US economic weakness […]
By: Andy Quirk | On: January 23, 2018 |
CROSSROADS
This monthly briefing will keep you up-to-date on the major geopolitical and geoeconomic issues of the time, allowing you to identify potential risks and strategize accordingly. It will cover topics […]
By: Laura Hochstetler | On: January 21, 2018 |
Weekly Market Update
by Andy Quirk Market Action The U.S. Federal Government officially shut down in the early hours of Saturday as Democrats blocked a stopgap spending measure, allowing government funding to […]
By: Ken Rietz | On: January 18, 2018 |
Sector Focus: Shipping
The transportation sector can be divided into regional transportation (train, road, and airplane) and global transportation which is largely comprised of maritime shipping. Although this division is not very precise […]
By: Laura Hochstetler | On: January 14, 2018 |
Weekly Market Update
Market Action The Euro rose to a three-year high versus the dollar on Friday after German party leaders reached a breakthrough in talks to form a “grand coalition” and minutes […]
By: John E. Charalambakis | On: January 10, 2018 |
Foreseeable Economic Prospects and Equity Markets: Sizing up the New Year
As a starting point, let’s briefly review a few of the forces that are shaping up equities in a positive trajectory during at least the first few months of 2018. […]
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 […]