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...
by Laura Hochstetler | Sep 3, 2017 | Uncategorized, Weekly Market Update
Market Action All three major US stock market indices posted weekly advances, and a strong showing for tech and biotech stocks helped the Nasdaq show its best weekly performance so far this year. Asian markets headed into the weekend on a cautious note, bringing an...
by John E. Charalambakis | Sep 1, 2017 | Commentaries, Uncategorized
The central bankers’ conference in Jackson Hole, Wyoming ended last week, and with it several questions arose as we reached the 10th anniversary of the financial crisis started showing its ugly face. During that period a number of assets classes have more than...