by Thierry Malleret | May 4, 2015 | Uncategorized
Many pundits and investors are coming to the realization that we live in a world in which there is too much of too many things. There is too much debt of course, but also too much labour (as paradoxical as it may seem in an ageing world) and too much capital. This...
by Joel Charalambakis | May 1, 2015 | Uncategorized, Weekly Market Update
Market Action Markets around the globe struggled to maintain their recent upward momentum this week. In the U.S. poor economic data sent markets on a spiral before recovering most of their losses on Friday. Materials and Energy were the leading sectors this week....
by John E. Charalambakis | Apr 28, 2015 | Commentaries, Uncategorized
This past Monday we posted an article by Chairman Paul Volcker on the need for radical financial reform (see http://stage.blacksummitfg.com/2978). Chairman Volcker wrote “it is too clear that the federal financial regulatory structure is simply inadequate to head...
by Chairman Paul Volcker | Apr 27, 2015 | Uncategorized
A few days ago The Volcker Alliance published its long-awaited report on Financial Reform. It is a historic report that needs to be read by all those who care about the stability of the global financial system. It is an honor to host Chairman Paul Volcker’s thoughts...
by Joel Charalambakis | Apr 25, 2015 | Uncategorized, Weekly Market Update
Market Action Volatility stayed on at low levels throughout the week, as little macroeconomic data was reported and earnings held the spotlight. Notable names in the Telecoms, Consumer Discretionary and Technology sectors announced strong earnings to help propel those...
by John E. Charalambakis | Apr 22, 2015 | Commentaries, Uncategorized
In its recent World Economic Outlook, the IMF questioned the sustainability of the current growth trajectory around the globe. This should not have been a surprise given the levels of unsustainable debts and liabilities around the world, as well as the fact that the...