by John E. Charalambakis | Mar 5, 2013 | Commentaries, Uncategorized
Objective: The energy independence of Europe, the containment of China in Africa, and the development of African assets Goal: Breaking the energy ties between Russia and Europe, limiting the transfer of operational assets from African nations to China, and the...
by John E. Charalambakis | Feb 28, 2013 | Commentaries, Uncategorized
The dream became a nightmare for both Greece and Cyprus. Who is to be blamed for this? The purpose of this brief is not to present an outline for all the causes. The objective is to identify the root parallels that have created a universe of uncertainty for both...
by John E. Charalambakis | Feb 24, 2013 | Commentaries, Uncategorized
There were three events last week that paved the way forward for the markets, namely: The minutes of the Federal Reserve Bank that exhibited some reservation about continuing accommodative monetary policy; the downgrading of the British economy from its AAA status by...
by John E. Charalambakis | Feb 15, 2013 | Commentaries, Uncategorized
In this week’s commentary we will briefly show how the buffer zones created by the world’s central banks are expected to result in above (recent) trend growth due to the fact that liquidity provisions are expected to boost lending ratios primarily in the US and...
by John E. Charalambakis | Feb 9, 2013 | Commentaries, Uncategorized
The markets are experiencing a temporary upswing due to the velocity of the buffer zones that central banks are creating. Those buffer zones are trying to create a unity of response and convergence. The monetization and credit growth in Asia is uplifting its prospects...
by John E. Charalambakis | Jan 31, 2013 | Commentaries, Uncategorized
In the summer of 2011 we published some commentaries about the development of financial black holes. The argument of this commentary goes as follows: Central banks and governments around the world adopted the Powell doctrine of overwhelming force to defeat the enemy...