Category: Analysis

After the FED Taper Tantrum we have the ECB Transparency Tantrum

After the FED Taper Tantrum we have the ECB Transparency Tantrum

Uncertainty about the future is something common in the financial markets, but until last week, we haven’t seen such a confusion and such a hard reaction of the international markets to Mario Draghi’s speech. The markets were highly disappointed from the last ECB decision to not further expand the QE. The expectations were for at...

Sales in the automotive sector hit new records. How long will it last?

Sales in the automotive sector hit new records. How long will it last?

In this new global rally of new cars selling, the North American automotive sector is outperforming and is largely gaining market shares. October was one of the best month in terms of auto sales worldwide, supported by the strong sales in North America and Europe. The extraordinary jump on sales of 14% year on year...

Petrodollars outflows from the financial markets. Will it last?

Petrodollars outflow from the financial markets. Will it last?

The time of the large inflows of petrodollars in the financial markets seems to be over. Now-days analysts talk much more about Petrodollars’ exodus. The blest countries with high budget surpluses because of the high oil prices now are in the hook. In their Sovereign funds, have been poured for years billions of dollars. The...

Why the world is about to enter into a Liquidity Trap

Why the world is about to enter into a Liquidity Trap?

In the last few days we have been informed by the statistic offices that Japan’s economy has plunged again into deflation. Mainly for the same reasons, the Euro zone is also experimenting another drop in the negative territory of the core inflation index. It seems like the World is about to enter into the Liquidity...

Should you start buying Greek stocks ?

Should you start buying Greek stocks ?

The deep drop of the Greek market according to our opinion should be considered as an opportunity to start buying. This means you should start accumulating stocks for the next 2-3 years. Through the accumulating program you can have a reasonable average price in the portfolio of many Greek stocks, especially the bank stocks. However...

The hard crash of China Markets. Is it time to buy?

The hard crash of China Markets. Is it time to buy?

In the last 17 sessions of the Chinese markets we have seen the biggest drop of the main indexes in mainland China. The Shanghai Index slumped 33% or 1/3 from the top reached in mid June,  meanwhile the Shenzhen market has done even worse. The first days, the correction seemed to be just one of...