By: Laura Hochstetler | On: August 27, 2017 |
Market Action US stocks recorded gains for the week, mostly due to a solid rally on Tuesday. Trading volumes were light, however, as investors showed caution in anticipation of guidance […]
By: Laura Hochstetler | On: August 20, 2017 |
Market Action The major stock markets finished Friday on a negative note, adding to their losses for the second consecutive week of broad market declines attributed to geopolitical concerns (North […]
By: John E. Charalambakis | On: August 17, 2017 |
Over the course of the past several months we have reiterated the point that good growth earnings provide market justification for further rises in the equities market. We continue supporting […]
By: John E. Charalambakis | On: August 10, 2017 |
Commodity prices usually follow long cycles. As the graph below shows, commodities enjoyed a good run from the early 1990s to the dawn of the financial crisis and recovered pretty […]
By: Laura Hochstetler | On: August 6, 2017 |
Market Action The Dow Jones Industrial Average ended the week at a fresh record, buoyed by a jobs report that showed employers continued hiring at a healthy rate in July. […]
By: John E. Charalambakis | On: August 3, 2017 |
We have written before that the financial stress index produced by the St. Louis Fed is a very reliable indicator regarding potential dark clouds in the economic and financial horizons. […]
By: Thierry Malleret | On: July 31, 2017 |
July 2017 The world’s main economies are still growing in sync, but at a slower pace. Next year, the slowdown will be greater than expected in the US (because […]
By: Joel Charalambakis | On: July 29, 2017 |
Market Action Spanish GDP accelerated at its fastest rate in two years during the past quarter. Spain’s economy grew over 3% over the past year according to recent data released. […]
By: John E. Charalambakis | On: July 27, 2017 |
In the last few commentaries we have noted that while equity markets may be stretched, there might still be room to grow given the current macro-circumstances, corporate earnings, and business […]
By: Joel Charalambakis | On: July 23, 2017 |
Market Action China’s economy accelerated its growth rate in Q2 to 6.9%, with consumer spending, factory output and investment all posting strong figures. Retail sales were also at their strongest […]
By: John E. Charalambakis | On: August 23, 2017 |
The Ataraxia (Tranquility) of the Market and Its Breath: Stoic, Epicurean, or Sceptic?
It has been well-recorded that the equity market’s volatility is pretty low by historical standards as the following 10-year graph shows. This kind of ataraxia (tranquility) may be the equivalent […]