by Joel Charalambakis | Aug 22, 2014 | Weekly Market Update
Market Action All eyes this week were tuned to Janet Yellen in Jackson Hole, Wyoming as the annual congregation of key central bankers concluded on Friday. The statement from the Chairwoman overall was neutral. Mario Draghi of the ECB stressed the limits of ECB...
by Thierry Malleret | Aug 20, 2014 | Weekly Market Update
5 insightful op-eds or articles to help make sense of today’s world Mohamed El-Erian, “Markets Are Making a Sucker’s Bet on Europe” (Bloomberg View, August 14, 2013) Or why bad economic data is regarded as good news by the markets… The financial pundit...
by Joel Charalambakis | Aug 15, 2014 | Weekly Market Update
Stocks saw a positive week despite geopolitical risks that sparked volatility. Back and forth news on Russian aggression, growing US involvement against ISIS in Iraq and an end to a cease fire between Hamas and Israel weren’t enough for equities to rise. As...
by Thierry Malleret | Aug 13, 2014 | Weekly Market Update
5 insightful op-eds or articles to help make sense of today’s world Mark Gilbert, “Sausages, Cats and the ECB” (Bloomberg View, August 8, 2014) In the words of a former governor of the Bank of England, formulating monetary policy at the ECB is like “herding cats”. In...
by Joel Charalambakis | Aug 8, 2014 | Weekly Market Update
Market Action Stocks rallied in the U.S. on Friday to squeeze out small gains for the week after having erased YTD gain last Friday. Elsewhere around the globe however the results for the week remain depressing. European markets have compounded weakness demonstrated...
by Thierry Malleret | Aug 6, 2014 | Weekly Market Update
5 insightful op-eds or articles to help make sense of today’s world David Bowers, “Treasury Yields – The Only Way is Up” (Financial Times, July 30, 2014 – paywall) The MD of Absolute Strategy Research addresses one of the most important issues for investors and argues...