International
Stay up to date on commentary related specifically to international markets.
Early Impacts of the Trade War
Theoretical forecasts and earnings announcements may provide initial insights as to the impact of current tariff proposals, although estimates may be imprecise.
Relative Winners in a Trade War
While there are no absolute winners in a trade war, there may be relative winners in the global stock market for investors to consider.
Making International Great Again?
Economic growth, earnings performance, and rising fiscal spending coupled with "America First" policies are driving international stock markets.
The New Magnificent Seven?
We explore drivers that may contribute to continued outperformance of European stocks since the bull market began in October 2022.
Will the United States Dollar Be Dethroned?
Could the U.S. dollar lose its place as the world's reserve currency? Despite a long-term trend toward currency diversification, we don't see the dollar losing dominance anytime soon.
What's Ahead for China in 2025?
Economic data and policies out of China are typically delayed until mid-March. Stock volatility may be prevalent until initiatives are clarified after the Lunar New Year.
2025 Market Outlook: U.S. Stocks & Economy & Global Markets
As we approach 2025, what can investors expect from U.S. stocks and the global markets in the new year?
Is China Investable Again?
Should China deliver sufficient stimulus to break the cycle of tightening fiscal policy, we may find China, and emerging markets, investable again.
Carry Trade Unwind: Is It Really Over?
Having been warned about the risk, investors now ask if the yen carry trade unwind is complete. Here's how far it might still go.
How Much "Tech" Do You Own?
Owning only the U.S. stock market likely means being overweight Tech. But Tech stocks don't always outperform. Investors may want to look outside the U.S. to be diversified.