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...
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...