By: Joel Charalambakis | On: May 21, 2017 |
Market Action The Euro hit its highest level in several months this week as the dollar fell for over five consecutive days. German elections that point to Merkel being reelected, […]
By: Joel Charalambakis | On: May 14, 2017 |
Market Action The U.S. and China stuck an agreement on a 10 point trade package on Friday centered around good and services such as beef, poultry, natural gas, financial services […]
By: John E. Charalambakis | On: May 9, 2017 |
There are revolutions, wars, and historical periods that have defined global developments and carry significant weight in shaping up the world economy to this day. There is little if any […]
By: Joel Charalambakis | On: May 6, 2017 |
Market Action The April employment report came in much stronger than expectations. The unemployment rate fell to 4.4%, a post-crisis low on the heels of 211,000 jobs created in April. […]
By: John E. Charalambakis | On: May 3, 2017 |
By 460 CE the Roman Army was dominated by Germanic troops. By that time they had also forgotten a basic lesson that it is the army that elects the Emperor. […]
By: Thierry Malleret | On: May 2, 2017 |
April 2017 The IMF global growth forecasts are on the move again, but for the first time in six years they’re on the up. They now anticipate global GDP will […]
By: Joel Charalambakis | On: April 30, 2017 |
Market Action After France’s election equity markets took off across the globe, approaching recent highs. The Euro reached a five-month high after the results of France’s election and the […]
By: John E. Charalambakis | On: April 26, 2017 |
There is a sense of a cyclical recovery around the world. The shocks of the last 8-10 years (financial crisis, EU debt crisis, commodities downturn) seem to be fading, and […]
By: Joel Charalambakis | On: April 23, 2017 |
Market Action French bond yields and spreads to benchmark German bonds narrowed throughout the course of the week as the nation heads to the polls. The race is a tight […]
By: John E. Charalambakis | On: April 20, 2017 |
As we go down the road where the improbable becomes probable and the non-tradable becomes tradable, we discuss below four possible outcomes that could alter the investment landscape. Those four […]
By: John E. Charalambakis | On: May 17, 2017 |
The Reshaping of Global Trade and Recent Economic Trends
A major Chinese conference related to the New Silk Road ended two days ago. The conference centered on the theme of “One Belt, One Road”, which is the Chinese equivalent […]