By: Laura Hochstetler | On: June 10, 2017 |
Market Actions The British pound plunged to a seven-week low on Friday after Thursday’s snap election that cost Prime Minister Theresa May’s Conservative Party its majority in Parliament. Global equity […]
By: John E. Charalambakis | On: June 8, 2017 |
It seems that we are on the verge of a new reality that could resemble the developments of the early 1970s. The global rules and order that were established in […]
By: Joel Charalambakis | On: June 4, 2017 |
Market Action The U.S. unemployment rate sank to its lowest level in 16 years after the May jobs report. The report says roughly 50,000 fewer jobs were created than the […]
By: John E. Charalambakis | On: June 1, 2017 |
Moody’s downgrade of Chinese debt a few days ago was treated like a non-event. Chinese domestic bond prices did not change and Chinese equity prices actually rose. Is that a […]
By: Thierry Malleret | On: May 31, 2017 |
May 2017 The synchronized economic recovery continues to make headway, but the US and China, the engines that propel the global economy, are set to decelerate soon. We give […]
By: Joel Charalambakis | On: May 28, 2017 |
Market Action Moody’s lowered China’s credit rating by two notches this week citing surging liabilities and weakening financial strength within the country. The move marks the first rating downgrade of […]
By: John E. Charalambakis | On: May 24, 2017 |
Over the course of the last year, investors poured billions of dollars into emerging markets, seeking higher yields and higher overall returns. Emerging markets have rewarded that trust, and as […]
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: John E. Charalambakis | On: May 17, 2017 |
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 […]
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: June 15, 2017 |
Bullish Bias and Asset Classes Breakout: Diminishing Safety Margins
Last Friday we observed a divergence among major indexes. The DJIA and the NASDAQ moved in significantly opposite directions. The main reason for the drop in the NASDAQ (which continued […]