by Joel Charalambakis | Jun 27, 2014 | Uncategorized, Weekly Market Update
Data out of the US was mild at best this week. Regardless the Dow and S&P 500 posted small losses while the Nasdaq gained. Q1 GDP was revised down to -2.9%, a wide miss from the expected -2% and the original -1% posted. Mortgage data, durable goods orders and...
by Thierry Malleret | Jun 26, 2014 | Uncategorized
5 insightful op-eds or articles to help make sense of today’s world Yao Yang, “China’s Real-Estate Wrongs” (Project Syndicate, June 20, 2014) Chinese property prices are one of today’s most prominent global risks, a caveat which The Monthly Barometer has been voicing...
by Joel Charalambakis | Jun 20, 2014 | Uncategorized, Weekly Market Update
Market Action Equities in the US returned to posting gains this week despite data that continues to portray a mixed recovery. Fed Chairwoman Yellen indicated a growing consensus in the FOMC of moving up the timeline for the first rate increase but lowering...
by Thierry Malleret | Jun 18, 2014 | Uncategorized
5 insightful op-eds or articles to help make sense of today’s world Nauro Campos, “Football in the Time of Protest” (VOX, June 13, 2014) The FIFA World Cup has just started. In this short article, the economist analyzes why protests will co-exist with partying. Rent...
by John E. Charalambakis | Jun 15, 2014 | Commentaries, Uncategorized
How could ISIS, a group of few thousand radical Islamists (a.k.a. Islamic State of Iraq and Al-Sham) be able to gain control of such vital areas and threaten energy, geopolitical, and geoeconomic stability? Are we in the process of seeing the map of the Middle East...
by Joel Charalambakis | Jun 13, 2014 | Uncategorized, Weekly Market Update
Market Action Stocks in the US ended their positive run with a down week. Data such as retail sales and consumer confidence were disappointing relative to expectations. Escalated turmoil in Iraq and Syria cooled risk taking sentiment. Energy markets saw big gains on...