by John E. Charalambakis | Sep 21, 2017 | Commentaries, Uncategorized
Throughout the ages, war has been the engine of finance. The collusion between Russia and China in the last few weeks and months in order to bypass the US dollar in the international monetary system is equal to – if not more important than – the North...
by Joel Charalambakis | Sep 17, 2017 | Uncategorized, Weekly Market Update
Market Action U.S. stocks rose to weekly gains in a stretch that included four straight records for the Dow Jones Industrial Average. The S&P 500, Dow industrials and Nasdaq Composite also reached fresh closing highs together on Tuesday and Wednesday. Asian stocks...
by John E. Charalambakis | Sep 14, 2017 | Commentaries, Uncategorized
The latest data from Chinese economic activity came in below expectations and point to a possible further slowdown for the next year. Specifically, infrastructure spending dropped and this weighed down industrial production. As fiscal policy becomes less supportive...
by Laura Hochstetler | Sep 10, 2017 | Uncategorized, Weekly Market Update
Market Action The major stock indices—and especially US stocks—moved lower this week amid concern about the impact of hurricanes Harvey and Irma (while Mexico was shaken by its strongest earthquake in a century) along with an increasing sense of geopolitical tension...
by John E. Charalambakis | Sep 6, 2017 | Commentaries, Uncategorized
Our world has been cycling between chaos and order since the beginning of the modern economic era. We define the modern economic era as the period that started with the confiscation of America’s precious metals (mainly Peru’s and Mexico’s) in the middle of the 16th...
by Thierry Malleret | Sep 5, 2017 | Uncategorized
August 2017 Multiple engines of growth continue to propel the global economy in a synchronized fashion: all 45 countries tracked by the OECD are currently growing, with 33 accelerating from last year. However, anxiety is palpable. In contrast to just a few...