Across the Atlantic

People Still Want to Invest in the UK

07/29/2016

So much for Brexit scaring off investment.

More Reasons Than Usual to Doubt UK Consumer Confidence Data

07/14/2016

British consumer confidence plunged post-Brexit, but you should approach these data skeptically.

Think Global, Invest Global

07/12/2016

Despite recent US outperformance, a global strategy still provides many benefits.

Adiós to the EU?

06/30/2016

What does Brexit signal about future European elections?   

A Deep Dive Into Brexit Polls

06/07/2016

Hype over recent polls showing more momentum for the Leave campaign seems a bit misplaced.

MarketMinder Minute - Assessing the Brexit Referendum

05/31/2016

This MarketMinder Minute evaluates the pending Brexit referendum and what it means for global stocks.

Brexit, and the Creative Art of Misinformation

05/20/2016

In the heated debate over the UK's referendum on EU membership, the economic impact is commonly overstated.

Really, the UK Unemployment Report Wasn’t Bad

04/20/2016

Brexit risk didn’t take a bite out of UK job markets.

Fact-Checking the Brexit Debate

04/15/2016

Here are some facts to help you sift through all the Brexit noise.

Brexit or No, People Are Buying UK Bonds

04/15/2016

The record-high current account and Brexit dread were supposed to destroy demand for UK gilts. Someone forgot to tell the market.

Tapped-Out Britain?

04/04/2016

The UK economy isn’t overstretched, built on sand or any other similar cliché.

Autumn Statement Ends Age of Alleged Austerity

11/30/2015

Pundits greeted the UK Autumn Statement like it signals a radical shift in plans, but it actually extends long running trends.

Terror Will Never Succeed

11/16/2015

Free societies and markets are too resilient for terrorism to materially impact them.

Will Britain Leave Europe?

11/06/2015

It is far too early to start gaming the ramifications of a potential “Brexit.”

The ECB’s Punch Bowl Has No Punch

10/27/2015

More quantitative easing would sedate the eurozone, not stimulate it.

Nine Straight Quarters of Eurozone Growth

08/17/2015

Despite rampant fretting, the eurozone has now grown for over two straight years.

Super Thursday Was Ordinary

08/10/2015

The Bank of England served up more data, but rate hikes remain impossible to forecast.

Serving Up Growth

08/06/2015

The global economy keeps growing.

Britain’s Boom Can Still Zoom

07/29/2015

Don’t overthink the disconnect between strong UK GDP and wobbly UK stocks. Economic fundamentals should win out.

Greece Gets Some Euros

07/17/2015

Greece got an EU bridge loan Friday, affording Athens time to negotiate bailout number three.

User’s Guide to a Critical Week for the Euro(TM)

06/23/2015

Everything you need to know about Greece this week.

Greece Is Still the Word

06/17/2015

Volatility is spiking as Greece’s latest deadline approaches, but the longer-term risks for global markets likely remain small.

The ECB’s FAQs on QE

06/05/2015

The ECB’s press conference Q&A turned into Mario Draghi attempting the impossible: forecasting volatility.

A Spanish Uprising?

05/27/2015

Should the rise of populist parties in Spain concern investors?

UK Election Results Surprise but Aren’t a Gamechanger

05/12/2015

The UK election’s outcome hasn’t increased political risk for stocks.

Britain’s Balance

04/29/2015

The UK economy doesn’t need its politicians’ help.

QuitE Wrong

04/15/2015

The eurozone has been doing fine without the ECB’s QE.

British Gridlock Isn’t Bearish

04/14/2015

Those warning a hung Parliament in Britain risks repeating 1974’s UK stock market plunge overlook several key points. 

A Greece-y State of Affairs

04/09/2015

Is the eurozone at risk of a Greek contagion?

British Retirees Are Now Free to Choose

04/08/2015

What can UK pensioners expect now that many reforms are officially in effect?

UK Politicians Want Some Votes

03/19/2015

The 2015 Budget marks the kick-off of UK election season.

The ECB Would Gladly Pay You Tuesday for a Hamburger Today

02/26/2015

Will the ECB find enough bonds to meet its quantitative easing targets?

Eurogrowthy

02/17/2015

Eurozone growth defies the skeptics. Again.

The Eurozone’s Underappreciated Improvement

02/10/2015

The eurozone economy has several little-noticed positives.

Economic Growth Seems Plenty Durable

01/28/2015

Do recent US and UK economic data show weakening growth?  

The ECB Will Buy Some Bonds

01/23/2015

ECB QE is a thing and we expect similar results as the US, UK and Japanese versions: Misperceptions galore and little economic stimulus.

The Eurozone’s Emerging Market Emerges, and Other Fun Q3 GDP Factoids

11/17/2014

The common reaction to eurozone Q3 growth is a sign of the times, sentiment-wise.

ECB Says 25 Banks Were Undercapitalized 10 Months Ago

10/28/2014

We dissect the ECB’s stress test results so you don’t have to.

Return of the Euro Crisis’ Ghosts

10/15/2014

Should investors be concerned about the recent spate of scary eurozone headlines?  

The Eurozone’s Not-So-Flashy ‘Flash’ GDP

08/18/2014

Does eurozone GDP’s Q2 stall portend a protracted slump?

Should the ECB Go Big?

08/08/2014

Is the ECB sleepwalking its way into a deflationary spiral?

Super Mario Strikes Again?

06/06/2014

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.

Draghi’s Deleveraging Dilemma

05/29/2014

Monetary gimmicks can’t fix one of the Eurozone’s primary headwinds: banks’ shrinking balance sheets.

Open for Business?

05/08/2014

European politicians’ stance on foreign investment? It’s complicated.

Inflating Eurozone Deflation Concerns

04/30/2014

Quantitative easing would likely create—not stop—deflation in the eurozone.

Eur-a-Skeptic

04/25/2014

European Parliament elections are quickly approaching—is a bigger euroskeptic movement nearing, too?

New Laws for the Old Country

04/16/2014

What impact will new legislation passed by the European Parliament have on investors?

Retiring the Annuity Requirement

03/20/2014

What does one new rule change mean for UK pensioners?

Deleverage or Deregulate

02/28/2014

Eurozone private sector lending fell again. Will it drag the rest of the economy down with it?

A Consuming Recovery

01/29/2014

The UK’s consumption-led growth has some questioning the sustainability of its recovery—but are concerns warranted?

French Dip, Irish Cream

12/17/2013

While headlines focused on iffy data from France, good news from Ireland and throughout the eurozone flew under the radar.

Berlusconi Out, German Government In

11/29/2013

Eurozone politics got a little clearer on Wednesday.

The Eurozone’s Rolling Hills of Economic Improvement

11/22/2013

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.

Growth Versus Guidance

11/14/2013

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.

Britain's Secret Stimulus

10/28/2013

The only QE left in Britain is Queen Elizabeth, and it seems their economy is better off for it.

Banking on the ECB?

09/13/2013

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.

The EU-turn on Banks

06/28/2013

EU finance ministers are rewriting the roadmap to bank bailouts.

Bonding Over Eurobonds?

05/25/2012

Keeping with recent tradition, EU leaders’ latest summit didn’t amount to much.

An Often Overlooked, Yet Obvious Point on UK Trade

02/01/2012

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.

Decouple from Decoupling

02/13/2008
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.

Europe’s Unintended Brown Thumb

08/24/2007
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.

Globalization Is Friend, Not Foe

06/25/2007
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.

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