By: John E. Charalambakis | On: April 4, 2019 |
On March 28, the 10-year Treasury’s yield dropped to 2.34% due to exaggerated fears of an imminent recession. The drop in rates in the first quarter of this year (see […]
By: John E. Charalambakis | On: March 25, 2019 |
This Friday, March 29th, was supposed to be the day of Brexit. The earliest possible date for Brexit has now been pushed back to April 12th. Over the course of […]
By: John E. Charalambakis | On: March 20, 2019 |
Just after the market closed on Tuesday, Federal Express issued an earnings warning. Specifically, it reported declining international revenue and blamed it on deteriorating macroeconomic conditions and weaker global trade […]
By: John E. Charalambakis | On: March 13, 2019 |
Homer is the classical epic. Virgil is the epic of Rome. Sirat Bani Hilal is the Arabian epic. Dante is the epic of Christendom. Milton is the epic of the […]
By: John E. Charalambakis | On: March 7, 2019 |
Just a couple of days ago, the Chinese authorities announced that growth this year is expected to range between 6-6.5%. A number of publications pointed out that this is the […]
By: John E. Charalambakis | On: February 21, 2019 |
Confused perspectives in the last quarter of 2018 created havoc in markets. However, since the beginning of this year the pause in interest rates hiking along with reduced tensions in […]
By: John E. Charalambakis | On: February 13, 2019 |
The year 1648 symbolizes the beginning of the modern era. Moreover, the Westphalia Treaty signed in 1648 gave us the international state system and became a cornerstone of “laws” governing […]
By: John E. Charalambakis | On: February 7, 2019 |
Since the beginning of the year, equity as well as debt-related markets have been on an upswing. The concession given by the Fed on rate increases, the truce on […]
By: John E. Charalambakis | On: January 24, 2019 |
We are at an economic, financial, and political crossroad. That crossroad extends from the East and reaches out to the West. From fear of an economic slowdown in China […]
By: John E. Charalambakis | On: April 17, 2019 |
Echoes from the Riviera of Purgatory: Investing for the Future
“China is in deep trouble”; “China is recovering” “All hell is breaking loose with the trade war”; “We are very close to a trade deal” “Brexit on March 29th”; “Brexit […]