by Joel Charalambakis | Jul 25, 2014 | Uncategorized, Weekly Market Update
US equity markets had a rough week in the last full week of the month. The Dow saw its largest decline in seven weeks after Goldman Sachs issued a late report stating the firm’s neutral position towards stocks for the next three months. While the S&P and Nasdaq...
by Thierry Malleret | Jul 23, 2014 | Uncategorized
5 insightful op-eds or articles to help make sense of today’s world Robert Shiller, “Booming Until It Hurts” (Project Syndicate, July 15, 2014) The author of “Irrational Exuberance” discusses the concerns among the world’s financial experts and in the media that asset...
by John E. Charalambakis | Jul 21, 2014 | Commentaries, Uncategorized
In the most recent report from the Bank of International Settlements (BIS) – the central bank of the central banks- we observed one the clearest divisions between the accommodative/coordinated policies of the most important central banks and the opinion of the...
by Joel Charalambakis | Jul 18, 2014 | Uncategorized, Weekly Market Update
Market Action Equities in the US rallied on Friday to end the week in positive territory. Earnings reports so far have presented some modest good news into markets but geopolitical turmoil in Gaza and tragedy in Ukraine sent markets down midweek. Governments in...
by Thierry Malleret | Jul 16, 2014 | Uncategorized
5 insightful op-eds or articles to help make sense of today’s world Dani Rodrik, “A Class of Its Own” (Project Syndicate, July 10, 2014) The Princeton professor argues that: “the markets cannot produce prosperity for long unless they are backed by healthy societies...
by John E. Charalambakis | Jul 12, 2014 | Commentaries, Uncategorized
Over the course of the last several months a sense of market stability has prevailed. This can be seen in the low yields of government securities around the globe, signifying that for even risky countries the country-related risk is declining, and prospects constantly...