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...
by Thierry Malleret | Jun 11, 2014 | Uncategorized
5 insightful op-eds or articles to help make sense of today’s world Adair Turner, “The Great Credit Impediment” (Project Syndicate, June 7, 2014) Lord Turner – a powerful voice on global financial matters – ponders whether low credit growth reflects low...
by John E. Charalambakis | Jun 9, 2014 | Commentaries, Uncategorized
The past two weeks have been quite historical. Let’s review some facts and ponder about the direction of the markets in the foreseeable future. Euroskeptics won major battles in several countries demonstrating the failure of a leadership that has created a sclerotic...