Thursday’s downward revision of US GDP likely tells us more about changing sentiment than fundamentals.
While several EU nations got some deficit wiggle room, Belgium got a slap on the wrist—but overall, the EU’s latest display of flexibility should further assuage eurozone jitters.
Recently released (and largely overlooked) economic data further illustrate the US economy’s underappreciated health.
Global stocks are up nicely in 2013, but the year could still have big returns ahead.
Japanese stocks swooned Thursday, highlighting what’s been, in our view, mostly an unsustainable, sentiment-driven rally in the country’s markets. For long-term, goal-oriented investors, we believe there are better opportunities outside the land of the rising sun right now.
Over the last few years, it seems governments have been putting more energy into protecting the solar panel industry than the panels themselves produce.
Stocks don’t need gangbusters economic growth in order to keep marching higher.
If no calamity or even remotely negative consequence ensued from suspending the debt ceiling for three months, why should it return?
What’s the best way to prevent another catastrophic factory collapse?
Japanese equity markets and growth surged in Q1, but absent necessary structural and economic reforms, is it sustainable?
Political scandals distract politicians from legislating—a great thing for stocks.
EU finance ministers continue debating how to treat uninsured depositors when banks fail.
This summer, Latvia hopes to cash in its lats for euros. But after all of the euro’s bad press lately, couldn’t this currency conversion end badly for the Baltics?
Q1 earnings season is winding down. What do the data show?
As several popular indexes have surpassed their past peaks recently, market acrophobia—fear of heights—seems to have increased dramatically. But bull markets don’t share our earthbound proclivities.
Markets don’t move on Mayan calendars, astronomy or folklore—so we have a hard time seeing why they should move just because it’s May.
Lower rates at Portugal’s bond auction seem the rational response to improving conditions.
Zimbabwe seems to think its proposed mineral resources rent tax will boost public revenues—but Australia’s experience suggests otherwise.
April’s unemployment report should quell some skeptics’ spring swoon fears.
The Fed and European Central Bank continued policies this week we view as counterproductive to their stated aims.
The Institute of Supply Management released its Index for April, but don’t let the numbers fool you—domestic manufacturing is making a surprising comeback.
Despite a seemingly pro-business move lowering some taxes on Monday, Hollande’s future legislation likely doesn’t stay on this, or any, set path.
Get a weekly roundup of our market insights.Sign up for the MarketMinder email newsletter. Learn more.
Click here for recent articles