Across the Atlantic
Once again, a major political event didn’t roil markets.
The recent wind-down of a failed Austrian bank was a big test for EU bank resolution rules.
So much for Brexit scaring off investment.
British consumer confidence plunged post-Brexit, but you should approach these data skeptically.
Despite recent US outperformance, a global strategy still provides many benefits.
What does Brexit signal about future European elections?
Hype over recent polls showing more momentum for the Leave campaign seems a bit misplaced.
This MarketMinder Minute evaluates the pending Brexit referendum and what it means for global stocks.
In the heated debate over the UK's referendum on EU membership, the economic impact is commonly overstated.
Brexit risk didn’t take a bite out of UK job markets.
Here are some facts to help you sift through all the Brexit noise.
The record-high current account and Brexit dread were supposed to destroy demand for UK gilts. Someone forgot to tell the market.
The UK economy isn’t overstretched, built on sand or any other similar cliché.
Pundits greeted the UK Autumn Statement like it signals a radical shift in plans, but it actually extends long running trends.
Free societies and markets are too resilient for terrorism to materially impact them.
It is far too early to start gaming the ramifications of a potential “Brexit.”
More quantitative easing would sedate the eurozone, not stimulate it.
Despite rampant fretting, the eurozone has now grown for over two straight years.
The Bank of England served up more data, but rate hikes remain impossible to forecast.
The global economy keeps growing.
Don’t overthink the disconnect between strong UK GDP and wobbly UK stocks. Economic fundamentals should win out.
Greece got an EU bridge loan Friday, affording Athens time to negotiate bailout number three.
Everything you need to know about Greece this week.
Volatility is spiking as Greece’s latest deadline approaches, but the longer-term risks for global markets likely remain small.
The ECB’s press conference Q&A turned into Mario Draghi attempting the impossible: forecasting volatility.
Should the rise of populist parties in Spain concern investors?
The UK election’s outcome hasn’t increased political risk for stocks.
The UK economy doesn’t need its politicians’ help.
The eurozone has been doing fine without the ECB’s QE.
Those warning a hung Parliament in Britain risks repeating 1974’s UK stock market plunge overlook several key points.
Is the eurozone at risk of a Greek contagion?
What can UK pensioners expect now that many reforms are officially in effect?
The 2015 Budget marks the kick-off of UK election season.
Will the ECB find enough bonds to meet its quantitative easing targets?
Eurozone growth defies the skeptics. Again.
The eurozone economy has several little-noticed positives.
Do recent US and UK economic data show weakening growth?
ECB QE is a thing and we expect similar results as the US, UK and Japanese versions: Misperceptions galore and little economic stimulus.
The common reaction to eurozone Q3 growth is a sign of the times, sentiment-wise.
We dissect the ECB’s stress test results so you don’t have to.
Should investors be concerned about the recent spate of scary eurozone headlines?
Does eurozone GDP’s Q2 stall portend a protracted slump?
Is the ECB sleepwalking its way into a deflationary spiral?
ECB President Mario Draghi threw out a slew of measures aimed at boosting eurozone growth and inflation Thursday—but landed far from the target in our view.
Monetary gimmicks can’t fix one of the Eurozone’s primary headwinds: banks’ shrinking balance sheets.
European politicians’ stance on foreign investment? It’s complicated.
Quantitative easing would likely create—not stop—deflation in the eurozone.
European Parliament elections are quickly approaching—is a bigger euroskeptic movement nearing, too?
What impact will new legislation passed by the European Parliament have on investors?
What does one new rule change mean for UK pensioners?
Eurozone private sector lending fell again. Will it drag the rest of the economy down with it?
The UK’s consumption-led growth has some questioning the sustainability of its recovery—but are concerns warranted?
While headlines focused on iffy data from France, good news from Ireland and throughout the eurozone flew under the radar.
Eurozone politics got a little clearer on Wednesday.
Watching eurozone economic data and news—with all its ups and downs—may leave investors feeling motion-sick. We suggest focusing on the broader picture instead of the peaks and valleys.
The UK LEI’s 1.5% rise in September is just the latest evidence the end of quantitative easing is good for growth—likely to the surprise of most investors.
The only QE left in Britain is Queen Elizabeth, and it seems their economy is better off for it.
The ECB is closer to being the eurozone banking regulator, though we wouldn’t bank on the benefits of a European banking union just yet.
EU finance ministers are rewriting the roadmap to bank bailouts.
Keeping with recent tradition, EU leaders’ latest summit didn’t amount to much.
As a source of export demand, the eurozone in aggregate is significant to the UK. But this total view doesn’t tell the full story.
|Like King Canute and with global investors as witnesses, the American economy will prove it is neither almighty nor does it have the ability to single-handedly stem the tide of global economic expansion.|
|With ever-increasing global competition, environmental targets that are too expensive and difficult to achieve could drive more of Europe's manufacturing base to browner pastures—creating economic and ecological net losses in the process. |
|The recent metaphor and rock-hurling exhibitions in Germany during the G8 Summit highlight a surge in anti-globalization campaigning. Globalization is becoming an increasingly popular scapegoat for everything from poverty to numerous social ills to Paris Hilton's recall to jail. Personally, I don't buy the last one. Come to think of it, blaming the other two on globalization isn't very sensible either. ||
Get a weekly roundup of our market insights.Sign up for the MarketMinder email newsletter. Learn more.