In a year of political upheaval, Italy’s forthcoming referendum hardly rates.
What fixed income investors should weigh when considering rising interest rates.
MarketMinder’s editorial staff sits down with Fisher Investments Capital Markets Analyst Scott Botterman.
MarketMinder’s editorial staff sits down with Fisher Investments Capital Markets Analyst Austin Fraser.
Investors needn’t fear recent political developments on the Continent.
Financials are in better shape than most presume.
Longstanding fears surrounding high-yield bond ETF liquidity are detached from the data.
Slowing Chinese economic growth is being offset by an ignored-but-accelerating eurozone.
Seven charts show Greece’s problems are contained.
A peek at the ongoing European Parliamentary election.
2010’s Foreign Account Tax Compliance Act is being implemented. While it likely does affect Americans abroad, markets likely see little impact.
A quick look at October inventory data may add valuable perspective to the debate over US GDP growth’s sustainability.
UK housing has seen rapid price increases recently. But before calling a bubble, consider: Could one area be skewing the average?
Investors may be pleasantly surprised by China’s improving economic data.
Because US involvement in Syria is being weighed publicly the world over, it is unlikely to carry enough shock or surprise power to materially affect stocks.
Four potential outcomes of Germany's elections next month.
Evidence suggests Emerging Markets can hold up just fine once quantitative easing ends.
An increase in Japanese export values doesn’t mean Japan’s quantitative easing program (QE) is working.
Could France, Spain and Italy benefit from labor reforms as much as Germany did a decade ago?
A look at Italy’s new government and its likely policy agenda.
Perhaps the weakened yen’s stimulative impact is pending, but there are few signs of it in March trade data.
Yen weakness and expensive energy imports may be the catalyst for energy market deregulation in Japan—an important step to regaining economic competitiveness.
Chinese housing bubble fears have seemingly surfaced again. However, such fears fail to recognize the unique characteristics of the Chinese property market, make too-direct comparisons to US housing and underestimate the Communist government’s resolve to prevent a housing market bubble from bursting.
Firms that can meet a growing global health risk are poised to benefit.
China’s power transition this week is an important event, but it’s unlikely to surprise markets or mean much in the way of change ahead.
America isn’t the only nation that makes political hay over budgetary stalemates.
Spending cuts are often blamed for the UK’s recession, but data suggest regulatory uncertainty plays a much bigger role.
Investors’ would be well-served to focus on the future rather than drive by looking in the rear-view mirror.
Putting concerns over Middle Eastern geopolitical tensions in context.
The bull market looks likely to continue, but with changed leadership.
What do slowing durable goods orders mean for the US economy?
China’s incremental financial system reforms are small steps in the right direction, but there’s much further to go.
A brief look at Financials’ performance since the 2009 bear-market bottom and some considerations in forming forward-looking expectations.
Smartphones and tablets aren’t the only way to participate in mobile computing opportunities.
Love or hate the Affordable Care Act, it may influence Health Care stocks less than you think.
In the past few years, it seems many patients deferred procedures as a result of economic hardship. Improving macroeconomic conditions should drive patient utilization rates higher.
Oil production has never been an easy exercise. But the increasing importance of deep water and shale production has introduced new challenges—and opportunities.
Is Indonesia an overlooked Tiger?
Troubles in Europe have raised the question, “If Europe faces a recession, can the US economy still continue to grow?” Recent data suggest it can.
Economic releases over the last few days showed broad improvements in Japan’s economy in October.
A look at what iron ore prices can tell us about the economy.
Looming patent expirations, legislative uncertainty and disappointing R&D results have long weighed on Pharmaceuticals stocks. But while those fears help explain the past, focusing on them exclusively can blind your view of the future.
Japan takes a step toward joining the Pacific Rim free trade zone.
Here’s a graphical illustration of the fact US manufacturing is far from dead.
US Q3 GDP growth accelerated in Q3, contradicting dour economic sentiment.
A smattering of August and September data demonstrates fears of a US recession immediately ahead are likely overdone.
For several months, many have said European banks are having issues with US dollar-based funding. And to an extent, they’ve been right, but that’s not the whole story.
India’s a temptress (capital markets-wise). Don’t be seduced—at least not for the balance of 2011.
New reports from the BLS suggest today’s net job creation is on pace with past recoveries.
The US consumer is in better shape than many believe.
Many investors miss a powerful pattern tied to a regular phenomenon: US presidential terms.
A look at the political changes Turkish stocks are contending with.
Over half way through 2011, China looks unlikely to outperform the MSCI Emerging Markets Index. However, 2012 may be a different story.
The US Bureau of Economic Analysis announced its first estimate of US Q2 2011 GDP Friday and its revisions to prior data.
Weighing two important drivers for Pharmaceutical stocks shows one widely known negative and one widely underappreciated positive.
Many decry China’s yuan as artificially undervalued—but China’s currency rising radically would pose far more problems than it would solve.
The third estimate of US Q1 2011 GDP was released Friday. Here are four of many possible looks at the data.
Increasing globalization provides a potential tailwind for the commercial aerospace industry.
A recent report suggests China may recapitalize its banking system. While the report is unverified, it also wouldn’t be an unprecedented act.
The preliminary reading of Q1 eurozone GDP released Friday beat estimates.
Three charts help put rising oil prices into economic perspective.
The combination of two technologies and an old resource has created a US natural gas production boom.
History provides some context for expectations regarding the duration of Libyan oil production’s interruption.
With recent concern about increasing US inflation levels, it’s worth taking a closer look at the actual recent data to determine whether the concern is warranted at present.
An unprecedented phenomenon is currently afoot in the Energy sector—the price differential between West Texas Intermediate (WTI) and Brent crude oil hit an all-time discount. Here's a look at what's driving this gap.
Banks are much healthier than they were just a few years ago and shouldn’t pose a serious threat to economic growth moving forward.
China isn’t likely to sacrifice growth in the name of inflation fighting. Here’s why.
The recent highly publicized struggles of the euro notwithstanding, a euro collapse remains unlikely in the next two years.
Get a weekly roundup of our market insights.Sign up for the MarketMinder email newsletter. Learn more.