by John E. Charalambakis | Dec 19, 2016 | Commentaries, Uncategorized
Historically speaking credit markets serve as a reliable signal regarding global economic conditions. Tight spreads between corporate and government bonds have been indicating improving economic conditions, faster growth, higher incomes and profits and rising business...
by Joel Charalambakis | Dec 18, 2016 | Uncategorized, Weekly Market Update
Market Action U.S. markets remained largely flat on the week as investors take a pause on the rally of the past several weeks. Volatility continues to stay muted as well. The Federal Reserve raised interest rates as expected this week. Members of the Fed are...
by John E. Charalambakis | Dec 14, 2016 | Commentaries, Uncategorized
Since the presidential election equity funds have experienced four consecutive weeks of inflows, while bond funds have been experiencing outflows. This makes sense if we consider the anticipated lower tax rates for corporations, and the incoming administration’s plans...
by Joel Charalambakis | Dec 10, 2016 | Uncategorized, Weekly Market Update
Market Action Another week brought a new set of all time highs for the stock market. Financials were again among the market’s leaders thanks to rising rates and indications of a less strenuous regulatory environment under a new administration. China’s foreign exchange...
by John E. Charalambakis | Dec 7, 2016 | Commentaries, Uncategorized
There is rhetoric, and then there is reality. There are expectations, and then there is reality. There is a death valley but also the valley of peace. There are fears, but also hopes. There are thorns but also roses among them. There are opposing winds that could...
by Joel Charalambakis | Dec 4, 2016 | Uncategorized, Weekly Market Update
Market Action Markets tempered their recent rally despite positive economic news from a number of sources this week. Tech stocks sold off as the rising dollar threatens overseas sales. The dollar continues to move higher as markets price in a Fed rate hike at the next...