International
Stay up to date on commentary related specifically to international markets.
2025 Global Outlook: Clearing the Hurdles
International markets are expected to clear the hurdles of uncertain trade policy, tighter fiscal policy and slower than average economic growth to support solid overall returns.
Five Investing Impacts of a Trade War
Market reactions to a potential trade war may be less extreme than anticipated by investors, although volatility is likely during trade negotiations.
Something's Gotta Give
Business sentiment shows continuing decline; earnings estimates reflect robust growth. Can we expect more optimism post-election, despite policy uncertainties?
Pivot to Fiscal Policy
Tighter fiscal policy in Europe and China may hinder the economic response to easing monetary policy, with a resulting shift in investors' focus.
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.
What Will Fed Rate Cuts Mean for the U.S. Dollar?
How will the U.S. dollar respond to Federal Reserve rate cuts? The factors that have supported a strong dollar for years remain largely intact.
2024 Elections: Big Bark, Little Bite
Policy, more likely to be dictated by economic circumstances, may not resemble generous populist proposals, which could limit their impact on stock markets.
Rate Cuts Support a Brighter 2025
Given the backdrop of monetary policy stimulus, the global economy is poised for growth and international stocks for continued leadership.
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.
Trade War 2.0: Should Investors Prepare?
Potential for another trade war fueled by a rise in global protectionist policies has investors revisiting the potential impact on stocks, inflation, and economic growth.