INSIGHTS

We deliver Exclusive Insights through research and expertise. Timely financial market commentary is provided by our in-house analyst team.

We provide pre and post event analysis across all major markets. We can offer bespoke analysis of a particular market or asset, always remaining current and factual.

George Kessarios

Chief Economist & Fund Manager

George Kessarios serves as the Chief Economist of Exclusive Capital group, providing analysis and insight of market conditions for the company’s clients and brokerage division. He also manages the Exclusive Capital Small Cap fund, which specializes in undervalued and miss-priced companies around the world.

15 Sep 2021

COMMODITY INSIGHTS

Does monetary policy impact commodity prices?

The chart below depicts the price of sugar. As you can see, prices today are lower than what they have been in many instances from 1970. And why are sugar prices so low?...

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08 Sep 2021

ANALYSIS

Is the Force with risk assets?

COVID, inflation, deflation, global growth prospects, interest rates and a bunch of other things that I could probably write a book about, all worry me. However, all the...

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26 Jul 2021

ANALYSIS

This is not your grandfather’s bond market

With US 10-year bond yields around 1.25% (as of Thursday July 22) the question is, what is the bond market telling us? Some say the bond market is pointing to stagflation from 2022 and beyond....

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20 Jul 2021

ANALYSIS

Economic Sustainability

Up to about 50 years ago, inflation was the main worry of central banks, primarily because high inflation eroded consumer purchasing power. Today however this has...

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30 Jun 2021

ANALYSIS

Is peak inflation behind us?

You have probably heard the phrase buy the rumor sell the news. Well, the rumor for a while now has been inflation, and the news is that we are seeing very strong...

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24 Jun 2021

ANALYSIS

Fed still supportive, but caution is warranted

The Fed last week basically told us what most of us suspected. First, the Fed was optimistic about economic growth, while anticipating higher inflation, while stressing that COVID is still a risk....

minutes 3 minutes read Read more more

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