by John E. Charalambakis | Apr 11, 2017 | Commentaries, Uncategorized
Money markets experienced some kind of distortion in the last 18-24 months due to global dollar shortages as the Fed got into the swing of “normalizing” rates. Money markets several times become the arteries of the financial system. If they get clogged, shortages are...
by Joel Charalambakis | Apr 9, 2017 | Uncategorized, Weekly Market Update
Market Action Minutes of the Federal Reserve’s March meeting were released this week and portions of their content caught markets by surprise. There was wide agreement among board members that the central bank should begin shrinking its balance sheet by year end as a...
by John E. Charalambakis | Apr 4, 2017 | Commentaries, Uncategorized
In the last couple of weeks a reality seems to be settling in the minds of over-optimistic investors. That reality says that it would not be so easy to enact legislation that will turn things around overnight. Moreover, investigations and questions about...
by Joel Charalambakis | Apr 2, 2017 | Uncategorized, Weekly Market Update
Market Action Brexit is officially a reality as Theresa May invoked Article 50 to remove the United Kingdom from the European Union. The maneuver sets off two years of negotiations on issues such as trade and immigration that will influence the entire future of the...
by Thierry Malleret | Mar 31, 2017 | Uncategorized
March 2017 As in February, robust data continues to support the global synchronized economic recovery. A rise in global trade is taking hold (in volume terms, it just reached a 7-year high), with PMI / manufacturing activity above trend. So is consumer...
by John E. Charalambakis | Mar 29, 2017 | Commentaries, Uncategorized
“Zadig” a.k.a. “Destiny: An Oriental Story” and “Micromegas” were two of Voltaire’s philosophical tales dated back in the middle of the 18th century. In the former Voltaire explores the reason’s inability to penetrate the deep mysteries of life as the enigma of the...