by Laura Hochstetler | Jan 14, 2018 | Uncategorized, Weekly Market Update
Market Action The Euro rose to a three-year high versus the dollar on Friday after German party leaders reached a breakthrough in talks to form a “grand coalition” and minutes from the ECB’s mid-December meeting signaled the ECB could slow its stimulus...
by John E. Charalambakis | Jan 10, 2018 | Commentaries, Uncategorized
As a starting point, let’s briefly review a few of the forces that are shaping up equities in a positive trajectory during at least the first few months of 2018. Growth has been picking up pace globally – the much celebrated synchronized recovery – and...
by Laura Hochstetler | Jan 7, 2018 | Uncategorized, Weekly Market Update
Market Action The Dow Jones Industrial Average closed above 25,000 for the first time on Thursday, while the FTSE 100 and MSCI Asia Pacific also closed at all-time highs during the week. All three major US stock indices – the Dow, the S&P 500, and the Nasdaq –...
by Thierry Malleret | Jan 4, 2018 | Uncategorized
December 2017 2017 ends with the world economy performing well and in better shape than expected this time last year. Yet, three dark clouds hang over the global economic outlook: (1) stagnant real wages, (2) increasing inequality and (3) weak productivity. Even so,...
by Laura Hochstetler | Dec 30, 2017 | Uncategorized, Weekly Market Update
Market Action World stocks, as measured by the MSCI All-Country World Index, have risen every month this year – the first time in its history that a calendar year has passed without a monthly decline. (In fact, the index hasn’t had a down month since October 2016.) It...
by John E. Charalambakis | Dec 28, 2017 | Commentaries, Uncategorized
I boarded my end-of-year flight from Cincinnati to Paris, excited of whom I would meet this year, and as I was boarding I heard a deep voice stating: “You have posed the wrong question, provided the wrong argument, and therefore reached an irrelevant conclusion....