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.
05 Aug 2022
Politics and supply chains
While markets in the short term rarely respond to politics, nevertheless politics do affect markets and economies long term
03 Aug 2022
Market participants have no recession playbook
As most economists and analysts expected, the US economy shrank in the most recent quarter
29 Jul 2022
Beyond neutral
The Fed raised rates by the expected 75 basis points, the second such unusual large hike, and as usual markets rallied once again.
25 Jul 2022
A recession like no other
While the verdict pertaining to a US recession is still out, with analysts and economists championing for both outcomes, there is one very important observation to make.
19 Jul 2022
No relief for equities yet
The latest CPI print for June from the BLS in the US was 9.1% on a Y/Y basis, the highest since November of 1981. Economists were expecting an increase of 8.8%. On a...
12 Jul 2022
Intermarket relations work until they don’t
For the past 40 years we have been conditioned about many different intermarket relations. For example, we have been told inflation means higher commodity prices Also, high inflation means higher...
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