By: Joel Charalambakis | On: March 18, 2017 |
Market Action The Federal Reserve proceeded with another rate hike this week, just as markets expected. Chair Janet Yellen cited confidence in the progression of the economy’s fundamentals as the […]
By: John E. Charalambakis | On: March 15, 2017 |
Over the course of the last few months, we observe that not only developed markets have been enjoying good returns, but also emerging markets rise along with them. As the […]
By: Joel Charalambakis | On: March 11, 2017 |
Market Action The U.S. added 235,000 jobs in February, far above the 198,000 that analysts and economists had estimated. The unemployment rate fell to 4.7% while labor force participation and […]
By: John E. Charalambakis | On: March 9, 2017 |
It seems that analysts around the world are singing from the same chorus book, called Reflation. If we could define the latter we would say that it refers to a […]
By: Joel Charalambakis | On: March 4, 2017 |
Market Action The Dow’s streak of closing at consecutive highs ended at 13 but shares still ended the week at further record levels. Markets added more than 1% on Wednesday […]
By: John E. Charalambakis | On: March 2, 2017 |
A year ago equity and commodity markets were in a panic mode. Chinese tremors, fears of deflation, oil prices below $30 a barrel, declining commodity prices (such as copper), and […]
By: Thierry Malleret | On: February 28, 2017 |
February 2017 For the first time in years, we see the possibility of an upside in global growth rather than the opposite. Stronger data keeps coming from the countries/regions […]
By: Joel Charalambakis | On: February 25, 2017 |
Market Action The Dow Jones has hit 11 consecutive closing highs, a streak that hasn’t been seen since 1987. Plans for tax reform this summer and higher GDP growth goals […]
By: John E. Charalambakis | On: February 22, 2017 |
The equities market continues its upswing trend and as its tide rises, other equity markets around the world follow it too, given that expectations and economic fundamentals in other places […]
By: Joel Charalambakis | On: February 18, 2017 |
Market Action Another week and another set of new highs for major U.S. indices. The growth in stocks this week has pushed equities to their richest valuation (on a forward […]
By: John E. Charalambakis | On: March 23, 2017 |
Market Valuations and Reflationary Expectations: What Can we Learn from a London Art Exhibition?
A recent investors’ survey done by Bank of America Merrill Lynch found that more and more investors believe that stocks are overvalued. Expectations about earnings, taxes, spending, and regulatory regime, […]