By: Laura Hochstetler | On: September 10, 2017 |
Market Action The major stock indices—and especially US stocks—moved lower this week amid concern about the impact of hurricanes Harvey and Irma (while Mexico was shaken by its strongest earthquake […]
By: John E. Charalambakis | On: September 6, 2017 |
Our world has been cycling between chaos and order since the beginning of the modern economic era. We define the modern economic era as the period that started with the […]
By: Thierry Malleret | On: September 5, 2017 |
August 2017 Multiple engines of growth continue to propel the global economy in a synchronized fashion: all 45 countries tracked by the OECD are currently growing, with 33 accelerating […]
By: Laura Hochstetler | On: September 3, 2017 |
Market Action All three major US stock market indices posted weekly advances, and a strong showing for tech and biotech stocks helped the Nasdaq show its best weekly performance so […]
By: John E. Charalambakis | On: September 1, 2017 |
The central bankers’ conference in Jackson Hole, Wyoming ended last week, and with it several questions arose as we reached the 10th anniversary of the financial crisis started showing its […]
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: John E. Charalambakis | On: August 23, 2017 |
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 […]
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: John E. Charalambakis | On: September 14, 2017 |
Chinese Slowdown: Potential Ramifications for Asset Allocation
The latest data from Chinese economic activity came in below expectations and point to a possible further slowdown for the next year. Specifically, infrastructure spending dropped and this weighed down […]