by Joel Charalambakis | Jan 14, 2017 | Uncategorized, Weekly Market Update
Market Action Most major markets in the U.S., Europe and Asia slowed their rallies this week with U.K. the major exception. The country continues to benefit from a weaker pound lifting manufacturing and overall business activity. China’s trade surplus fell for the...
by John E. Charalambakis | Jan 12, 2017 | Commentaries, Uncategorized
In last week’s commentary we covered mainly the initial outlook for equities. In today’s post we would like to present an initial outlook for other markets such as bonds, commodities, and foreign exchange. Let’s start with the debt markets and the implications for...
by Joel Charalambakis | Jan 8, 2017 | Uncategorized, Weekly Market Update
Market Action The first trading week of 2017 picked up where 2016 ended. Markets continue to rally being led by cyclical sectors such as Technology and Consumer stocks. While the unemployment report of 159,000 new jobs in December was below expectations, a 2.9% wage...
by John E. Charalambakis | Jan 3, 2017 | Commentaries, Uncategorized
The only certain thing about a prognostication is that it will be wrong. Keeping that humble thought in mind, we offer our readers our initial thoughts on the markets’ trajectory for 2017, which of course need to be adjusted as the quarters of the year unfold and...
by Thierry Malleret | Jan 2, 2017 | Uncategorized
December 2016 Just how bad was 2016? We won’t know until we can compare it to 2017! Despite the reality of better global living standards than ever before, today’s world (particularly in the West) is suffering from a prevailing sense of angst and frustration....
by John E. Charalambakis | Dec 19, 2016 | Commentaries, Uncategorized
As I was boarding my usual end-of-the-year overseas flight I could clearly hear the arguments of a heated debate: “Do values matter and are they supposed to create the rules or should the rules create the values of the world order?” Like in the years past I...