By: Joel Charalambakis | On: July 1, 2017 |
Market Action The Federal Reserve approved the capital plans of the 34 largest financial institutions in the U.S. The plans were the second half of the central bank’s annual stress […]
By: Thierry Malleret | On: June 30, 2017 |
June 2017 Lowflation is back. Core inflation is softer than expected, notably in the US and Europe, but also in other countries like China. The resultant flattening bond yields […]
By: Joel Charalambakis | On: June 24, 2017 |
Market Action Healthcare stocks posted one of their strongest weeks of the year and now represent the second best performing group in 2017 so far. The rise coincides with release […]
By: John E. Charalambakis | On: June 22, 2017 |
Current financial and economic conditions in the US as well as in the EU are conducive to higher growth in the second half of the year. In addition, the shaping […]
By: Laura Hochstetler | On: June 17, 2017 |
Market Action World shares steadied on Friday after selling in the tech sector triggered their biggest fall in over a month, while the yen slid to a two-week low as […]
By: John E. Charalambakis | On: June 15, 2017 |
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 […]
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: John E. Charalambakis | On: June 28, 2017 |
Reverberations and Growth Prospects: Implications for Equity and Fixed Income Markets
In the last few weeks two developments – related to key issues for the health of the global economy – have been unfolding. The first deals with European banks, and […]