By: John E. Charalambakis | On: July 18, 2019 |
In last week’s commentary, we discussed some perspectives of gathering clouds over the short-term horizon (6-10 months). We expressed the opinion that caution is warranted regarding new market highs given […]
By: John E. Charalambakis | On: July 9, 2019 |
Data from around the world show that economic activity is slowing down. At the same time, the trade uncertainty exacerbates the concerns that a slowdown crowned with an intensifying trade […]
By: John E. Charalambakis | On: June 27, 2019 |
What happens if you put new wine into old wineskins? Simply, the old wineskin will burst during the process of fermentation and then a mess will be created, value will […]
By: John E. Charalambakis | On: June 19, 2019 |
“My fellow Americans, the time has come to confront the Chinese in the only way they know. Money talks and when money talks everyone is condemned to listen. Therefore, […]
By: John E. Charalambakis | On: May 30, 2019 |
The EU elections held last weekend throughout the EU provided us with some important lessons that could prove to be pivotal in the unfolding drama in the land where Eurocrats, […]
By: John E. Charalambakis | On: May 22, 2019 |
Whether we look at the Pacific region or at US markets we observe elevated anxiety regarding the evolution of the trade disputes. Mutual trust has been undermined, harsher steps are […]
By: John E. Charalambakis | On: May 14, 2019 |
It seems that in the midst of the markets’ significant drop yesterday, I had not paid attention to the tweet by Bruegel. Have you seen the tweet by Pieter Bruegel? […]
By: John E. Charalambakis | On: May 7, 2019 |
The president’s threat to increase tariffs on Chinese products from 10% to 25%, sent volatility way high yesterday (see chart below). Moreover, the president’s threat via two tweets caused the […]
By: John E. Charalambakis | On: May 3, 2019 |
We invite our readers to watch this video which is wonderfully done. Euro Banknotes – Made to Last And now our simple and humble questions: How about fire? Would ever […]
By: John E. Charalambakis | On: July 24, 2019 |
Deglobalization and Disruption Meets Deconstruction: Isaiah Berlin and the Crooked Timber of Trading
Danny Rodrick might have been right after all when he argued in his 1997 book (titled Has Globalization Gone Too Far?) that we should be careful how far we are […]