Brad Rotolo
Reality Check

What Does OPEC’s Production Cut Mean for Oil?

By, 12/01/2016
Ratings634.015873

OPEC’s agreement to cut production doesn’t mean oil is set for a sustained rebound. 

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Scott Botterman
Into Perspective

Italian Referendum

By, 11/30/2016
Ratings544.027778

In a year of political upheaval, Italy’s forthcoming referendum hardly rates.

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Pete Michel
Into Perspective

Should Bond Holders Expect Poor Long-Term Returns?

By, 11/11/2016
Ratings413.914634

What fixed income investors should weigh when considering rising interest rates.

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Brad Rotolo
Reality Check

Energy Still Isn’t a Fit

By, 10/28/2016
Ratings563.955357

Searching for opportunities in the Energy sector still seems premature.

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Fisher Investments Editorial Staff
Into Perspective

MarketMinder Podcast - Brexit and a European Update

By, 10/11/2016
Ratings112.681818

MarketMinder’s editorial staff sits down with Fisher Investments Capital Markets Analyst Scott Botterman.

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Fisher Investments Editorial Staff
Into Perspective

MarketMinder Podcast - Emerging Markets Update

By, 10/11/2016

MarketMinder’s editorial staff sits down with Fisher Investments Capital Markets Analyst Austin Fraser.

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Scott Botterman
Into Perspective

Fear and Loathing and European Politics

By, 09/15/2016
Ratings284.035714

Investors needn’t fear recent political developments on the Continent. 

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Christo Barker
Debt

Four False Financials Fears

By, 03/28/2016
Ratings2214.28733

Financials are in better shape than most presume.

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Pete Michel
Into Perspective

Illusions of Bond ETF Illiquidity

By, 02/11/2016
Ratings304.65

Longstanding fears surrounding high-yield bond ETF liquidity are detached from the data.

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Timothy Schluter
Monetary Policy

The Bank of Neverland

By, 02/10/2016
Ratings494.32653

The Bank of Japan’s latest attempt at stimulus probably won’t do much.

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Timothy Schluter
Into Perspective

The Unexpected China Offset

By, 12/22/2015
Ratings1414.212766

Slowing Chinese economic growth is being offset by an ignored-but-accelerating eurozone.

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Chase Arneson
Into Perspective

Prescription Drug Price Politics and Pharmaceuticals/Biotech Stocks

By, 09/25/2015
Ratings774.220779

Capping prescription drug prices would be a negative for the industry, but even if the idea became legislation, it isn’t likely to pass through the political gauntlet.

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Pete Michel
Into Perspective

Why Bond Market Liquidity Fears Don’t Hold Much Water

By, 09/22/2015
Ratings933.956989

Bond market liquidity is a hot topic, but fears seem overblown.

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Scott Botterman
Into Perspective

Greek Contagion Risk Is Minimal

By, 08/11/2015
Ratings274.703704

Seven charts show Greece’s problems are contained.

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Fisher Investments Editorial Staff
Reality Check

Quick Hit: ‘Corporate Profits Recession’ and Stocks—There Is No ‘There!’ There

By, 03/27/2015
Ratings364.069445

It isn’t unusual for corporate profits to occasionally show a negative blip in a bull market.

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Scott Botterman
Into Perspective

European Parliament Elections—Setting Expectations

By, 05/23/2014
Ratings513.362745

A peek at the ongoing European Parliamentary election.

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Christo Barker
Into Perspective

FATCA Follies

By, 03/28/2014
Ratings733.883562

2010’s Foreign Account Tax Compliance Act is being implemented. While it likely does affect Americans abroad, markets likely see little impact.

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Fisher Investments Research Staff
Into Perspective

Wholesale Skeptics

By, 12/10/2013
Ratings273.833333

A quick look at October inventory data may add valuable perspective to the debate over US GDP growth’s sustainability.

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Elisabeth Dellinger
Quantitative Easing

Happy Birthday, QE

By, 12/02/2013
Ratings643.992188

What has five years of quantitative easing accomplished?

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Akash Patel
Into Perspective

Heating Up—A Look at UK Housing

By, 11/27/2013
Ratings124.041667

UK housing has seen rapid price increases recently. But before calling a bubble, consider: Could one area be skewing the average?

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Fisher Investments Research Staff

MLPs and Your Portfolio

By, 11/26/2013
Ratings833.885542

As MLPs come further into the spotlight, many investors wonder what exactly they are and what they can do for portfolio returns.

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Elisabeth Dellinger
Reality Check

Inside Indian Taper Terror

By, 11/08/2013
Ratings244.354167

Did Fed rumors roil India’s currency markets?

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Brad Pyles

Why This Bull Market Has Room to Run

By, 10/31/2013
Ratings884.102273

Widening yield spreads are a good predictor this bull market likely has plenty more gas in the tank.

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Christo Barker
US Economy

Let’s Call It FARRP

By, 10/10/2013
Ratings93.777778

The Federal Reserve successfully tested its new liquidity facility—“FRFARRP”—but what does this mean moving forward?

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Austin Fraser
Into Perspective

Chinese Fundamentals: Likely Fine, Not Falling

By, 09/12/2013
Ratings133.576923

Investors may be pleasantly surprised by China’s improving economic data.

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Timothy Schluter
Into Perspective

The Definition of Surprise Power

By, 08/30/2013
Ratings353.771429

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.

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Elisabeth Dellinger
US Economy

Chart Flash: US Petroleum Imports

By, 08/30/2013
Ratings154.933333

The shale boom in action!

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Scott Botterman
Into Perspective

German Election Preview

By, 08/26/2013

Four potential outcomes of Germany's elections next month.

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Austin Fraser

China Removes The Floor on Its Bank Lending Rate

By, 07/23/2013

A brief note on credit dymanics in China.

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Elisabeth Dellinger
Into Perspective

Will Emerging Markets Throw a Taper Tantrum?

By, 07/19/2013
Ratings34.333333

Evidence suggests Emerging Markets can hold up just fine once quantitative easing ends.

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Fisher Investments Research Staff
US Economy

June 2013 US Retail Sales Update

By, 07/16/2013

Recent retail sales data suggest regular volatility rather than economic weakness. 

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Scott Botterman
PIIGS

Portuguese Politicking

By, 07/03/2013

Inside Portugal’s ongoing political upheaval.

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Timothy Schluter
Into Perspective

May 2013 Japanese Trade Update

By, 06/27/2013

An increase in Japanese export values doesn’t mean Japan’s quantitative easing program (QE) is working.  

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Scott Botterman
Reality Check

Labor Reform—The Elixir for the Eurozone’s Woes?

By, 06/03/2013

Could France, Spain and Italy benefit from labor reforms as much as Germany did a decade ago?

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Scott Botterman
Into Perspective

What to Expect From Italy’s New Government

By, 05/01/2013

A look at Italy’s new government and its likely policy agenda.

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Erik Renaud
Reality Check

Slovenia: Ripe for Disappointment

By, 04/19/2013

A look at the challenges facing Slovenia, the latest hotspot in peripheral Europe.

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Timothy Schluter
Into Perspective

March 2013 Japanese Trade Update

By, 04/19/2013

Perhaps the weakened yen’s stimulative impact is pending, but there are few signs of it in March trade data.

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Timothy Schluter
Into Perspective

A Look at Japan’s Energy Reforms

By, 04/16/2013

Yen weakness and expensive energy imports may be the catalyst for energy market deregulation in Japan—an important step to regaining economic competitiveness.

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Scott Botterman
PIIGS

Italian Election Update—Coalition Talks Stall

By, 03/27/2013

Political progress is at a standstill in Italy as leaders have yet to reach a consensus on forming a coalition.

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Brad Pyles
Into Perspective

Deflating Chinese Housing Bubble Fears

By, 03/20/2013
Ratings33.666667

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.

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Scott Botterman
PIIGS

Mechanics of an Italian Election

By, 02/22/2013

This weekend’s Italian election is garnering a great deal of media attention. Here’s a look at how the mechanics of Italy’s electoral system can play a big role in determining the outcome.

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Timothy Schluter
Into Perspective

Industry Watch: The Growing Diabetes Risk

By, 02/11/2013

Firms that can meet a growing global health risk are poised to benefit.

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Austin Fraser
Into Perspective

China’s 18th Party Congress

By, 11/09/2012

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.

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Timothy Schluter
Into Perspective

Japan: Can’t We All Just Get Along?

By, 10/30/2012

America isn’t the only nation that makes political hay over budgetary stalemates.

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Elisabeth Dellinger
Into Perspective

“Austerity,” Lending and the UK Economy

By, 10/22/2012
Ratings44.625

Spending cuts are often blamed for the UK’s recession, but data suggest regulatory uncertainty plays a much bigger role.

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Jarred Kriz
Into Perspective

Past Performance Is No Guarantee of Future Results

By, 10/17/2012

Investors’ would be well-served to focus on the future rather than drive by looking in the rear-view mirror.

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Lara Hoffmans and Todd Bliman
Into Perspective

Geopolitics and Markets - Israel and Iran

By, 09/27/2012

Putting concerns over Middle Eastern geopolitical tensions in context.

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Jarred Kriz
Reality Check

Volatility and Mind Tricks

By, 08/07/2012

Don’t let your short term memory impact your perception of volatility.

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Fisher Investments Research Staff
US Economy

A Closer Look at US Payrolls and Jobless Claims

By, 07/24/2012

Although unemployment improvements seem like they’ve been slow in coming, the broader trend shows ongoing employment growth.

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Pete Michel
Reality Check

A Closer Look at the Fiscal Cliff

By, 07/18/2012

Though oft-bemoaned in the media, the so-called fiscal cliff, when broken down, is likely a lot less worrisome than presented.

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Fisher Investments Research Staff
Reality Check

US ISM Manufacturing and Factory Orders

By, 07/03/2012

Reports of weak US manufacturing had some fearing an imminent slowdown—but other evidence argues against that outcome in the near future.

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Fisher Investments Research Staff
Into Perspective

A Maturing Bull Market Likely Favors Big Growth

By, 06/14/2012

The bull market looks likely to continue, but with changed leadership.

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Naj Srinivas
Into Perspective

US Durable Goods Orders Up Slightly

By, 05/25/2012

What do slowing durable goods orders mean for the US economy?

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Fisher Investments Research Staff
Reality Check

US Economic News—Existing Home Sales

By, 05/22/2012

April existing home sales were slightly ahead of expectations, with prices rebounding strongly.

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Fisher Investments Research Staff
Reality Check

US Economic News—Existing Home Sales

By, 05/22/2012

April existing home sales were slightly ahead of expectations, with prices rebounding strongly.

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Scott Botterman
PIIGS

Spanish Trials

By, 05/10/2012

Widespread fear Spain’s the next eurozone domino to fall is largely overwrought—as indicated by some overlooked positives.

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Michael Leong
Into Perspective

China’s Private Lending Steps Out of the Shadows

By, 05/02/2012

China’s incremental financial system reforms are small steps in the right direction, but there’s much further to go.

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Fisher Investments Research Staff
Reality Check

US Energy Update—Rig Count

By, 04/17/2012

 A look at recent developments in US oil and natural gas rig counts.

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Fisher Investments Research Staff
Into Perspective

A Closer Look at Financials

By, 04/03/2012

A brief look at Financials’ performance since the 2009 bear-market bottom and some considerations in forming forward-looking expectations.

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Philip Lee
Into Perspective

A Fresh Look at Mobile Computing

By, 03/28/2012

Smartphones and tablets aren’t the only way to participate in mobile computing opportunities.

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Pete Michel
Reality Check

Resource Nationalism

By, 03/27/2012

Investors in the mining industry should be aware of increased risk of resource nationalism in some nations.

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Fisher Investments Research Staff
Reality Check

Impact of Economic Growth Trends on Equity Returns over the Long Term

By, 02/13/2012

The relationship between economic growth rates and equity returns is not statistically significant in the long term.

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