What should investors make of non-US stocks’ outperformance year-to-date?
Recent developments in the French presidential race worry some investors.
What does Prime Minister Theresa May’s recent speech mean for Brexit?
The world outside the US is doing better than investors appreciate.
Disappointing Q3 GDP growth in Australia and Japan highlights their unattractiveness.
Global markets don’t need a surge of government spending to rise.
More than two months after Brexit, the British economy marches on.
Global manufacturing seems to be picking up.
Despite recent US outperformance, a global strategy still provides many benefits.
While Brexit talks might hang over sentiment, the UK's economic fundamentals remain strong.
The vote for "Brexit" rocked markets, but markets should ultimately prove resilient.
While question marks remain, markets have already dealt with most of the uncertainty over June 23’s vote.
May’s data show a blooming world economy.
Spain’s government takes a siesta, but the economy keeps on working.
Another UK GDP report, another round of worrying about the allegedly unbalanced UK economy.
The red briefcase wasn’t the only symbolism in Britain’s budget.
The global economy is in better shape than most folks think.
The referendum is on the calendar, but Brexit talk is still mostly noise as far as markets are concerned.
Japan’s economic struggles aren’t surprising.
Rekindled optimism over Japanese stocks seems premature.
In the 99.8% of global GDP that isn’t Greece, evidence suggests economic expansion continues.
Will the ECB find enough bonds to meet its quantitative easing targets?
The eurozone economy has several little-noticed positives.
Do recent US and UK economic data show weakening growth?
Did economic reform in Japan just become more likely?
The latest factory surveys have folks chattering about a global manufacturing slowdown, but even if they’re right, stocks are pretty good at dealing with these things.
Will Prime Minister Shinzo Abe ever get around to firing that “third arrow”?
While the world focused on the Ukraine and other political happenings globally, free trade talks took a step back.
While Japanese policymakers and headlines debate a forthcoming sales tax increase, Abenomics’ Third Arrow has seemingly gone by the wayside.
What should investors make of the news Japan’s gross public debt passed one quadrillion yen in Q2?
Japanese stocks’ sharp advance seems to have hit a rough patch.
Global stocks are up nicely in 2013, but the year could still have big returns ahead.
It’s the UK’s turn to release opaque results from their round of bank stress tests.
While focus has been on Cyprus in recent weeks, some banking developments are underway in Spain.
Recent fiscal moves in the UK have been muddled, at best—contributing to banks’ continuing unwillingness to lend and the country’s still sluggish economy.
Overall global growth continues despite ongoing reports of eurozone weakness.
Seems like more of the same from Greece’s slow-moving and overpromising privatization agency.
Word has leaked Japanese Prime Minister plans to nominate Asian Development Bank chief Haruhiko Kuroda to steer the Bank of Japan. What can we expect from the likely new chief?
In its quest for a cheaper euro, maybe France should consider one of its euro neighbors.
With economic competitiveness improving and sovereign yields staying manageable, Spain’s decision to reject a bailout seems to be working out ok so far.
Japan’s new $117 billion stimulus package may provide a short-term boost, but it doesn’t address Japan’s long-running economic issues.
Ireland is getting ever-closer to returning to debt markets—setting it up for a potentially satisfying 2013-2014 season.
Thanks to France’s Constitutional Council, incomes over €1 million won’t be taxed at 75% in 2013, but President François Hollande may try again for 2014.
Japan’s new prime minister pledged to end his nation’s long-running economic funk, but his planned fiscal and monetary stimulus likely won’t combat Japan’s deep structural issues.
The European Union appointed a banks regulator and the UK approved fracking.
No matter the political hubbub that follows, Britain’s 2013 budget plans clearly show austerity is still a misnomer, at least in the UK.
Signs of underappreciated positives in the US and Europe.
Economic reality doesn’t seem to have influenced Moody’s downgrade of France as much as political pressures likely did.
The latest on Greece’s aid negotiations.
While the US hunkered down for Hurricane Sandy, Europe was plenty busy.
The World Bank’s 2013 “Doing Business” report shows how some nations have—and haven’t—improved competitiveness over the past year.
Scotland got clearance to hold a referendum on independence in two years. What does this mean for Scotland and the UK?
Eleven eurozone nations agreed to pursue a financial transactions tax—a misguided endeavor, in our view.
The European Commission proposed steps aimed at tightening the EU’s single market integration Wednesday—steps which, if successfully implemented, would likely do much economic good there.
The UK announced plans to create a state-backed development bank—a rather odd way to help boost lending, prompted by a rather odd bit of political theater.
The latest on Greek budget negotiations and Germany’s upcoming court ruling on the ESM.
The ECB announced new measures to protect the euro Thursday, which likely buy the monetary union more time—but still aren’t a silver bullet.
Neither market history nor current events should give investors an automatic reason to fear September.
Catalonia’s bailout request provides a window to Spain’s fascinating history.
During the latest critical week for the euro, Angela Merkel makes a video and the Greek bailout renegotiations heat up.
As Greece continues politicking over economic reform, Portugal demonstrates the benefits of getting more competitive.
Eurozone news dominated headlines again Tuesday. Here are the stories that caught our eye.
Valencia became the first Spanish region to seek help from a new bailout fund—but, contrary to wide belief, it’s not the first region to get state help this year.
Ireland held its first debt auction in nearly two years Thursday—a significant step toward its return to primary markets.
What NOT to expect at this week’s not-so-make-or-break EU summit.
All the latest on the Greek and French elections.
A brief update on Spanish debt and Greek elections.
The skinny on Spain’s bank rescue agreement.
A roundup of news Wednesday that caught our eyes.
As Spain and Germany debate how to support Spanish banks, there are signs a compromise is in the offing.
Markets were jittery again Wednesday tied likely to Greek news—even though it wasn’t particularly new news.
Rising yields and mounting banking problems aren’t great for Spain, but a few key facts should help mitigate their impact.
Surprisingly positive global economic news supports ongoing growth.
The eurozone avoided recession (by one traditional definition) in Q1, giving leaders plenty to ponder as they weigh a new EU growth pact.
In the wake of last week’s parliamentary election, Greek politics are getting a bit more bizarre.
Germany’s quietly notched some solid economic data lately—possibly hinting some at the eurozone’s and Europe’s likely course ahead.
A look at the French and Greek election results.
As Spain officially re-enters recession, EU leaders debate how to stoke growth.
Demand was strong at Spanish and French debt auctions despite jitters over Spain’s borrowing costs and France’s election.
Recent data show plenty of pop in the British economy.
One year after the Great Tohoku earthquake and tsunami, the Japanese economy is displaying its resilience.
An in-depth look at Greece’s ongoing private-sector debt restructuring.
Investors should beware allowing popular misconceptions and common media assessments to blindside them when it comes to assessing the economy’s and markets’ overall status.
Recent Spanish bond auctions show ample coverage and sustainable yields. Looking ahead, because of persistently dour expectations, even mild positives should be a nice tailwind for stocks.
Greek debt talks are down to the wire. But what does that mean?
A look at falling Italian and Spanish debt yields.
At EU leaders’ first 2012 summit, officials jousted over Greek funding and the new fiscal compact.
Recent data seemingly speak to a more resilient eurozone economy than many appreciate.
A survey of the eurozone’s latest.
An alternate perspective of Italy’s debt costs shows today’s levels are low by historical standards.
The EU summit came to a close on Friday. And what emerged was another demonstration of the will to back the euro.
Measures enacted by the ECB Thursday are far from a cure-all to fix the eurozone’s copious issues—but they do represent incremental steps to add liquidity at a time when it’s perceived to be much needed.
S&P placed 15 eurozone countries and the EFSF on credit watch negative Monday—but that ignores significant variety among European countries, in our view.
Italian Prime Minister Mario Monti announced tough new austerity measures and 10-year yields fell below 6%.
Although investor angst over Europe remains high, market volatility on Thursday was driven more by fears than any new or surprising developments.
Tobin Tax rhetoric heated up between Germany and Britain Wednesday—a debate that’s a bit of a head-scratcher, in our view.
In economic news Tuesday, eurozone GDP grew modestly, US wholesale inflation was tame and US retail sales grew again.
A look at what’s in store for Italy’s new Prime Minister, Mario Monti.
Euro politics dominated headlines again Tuesday, but eurozone musical chairs wasn’t the only story. Here’s a look at what news caught our eye.
The latest on Greece and Italy.
Germany tempered the world’s expectations for an overnight eurozone fix, keeping with the gradual approach we’ve seen thus far.
Nicolas Sarkozy and Angela Merkel have a plan to keep the eurozone intact, but they won’t share it until month’s end.
We survey the latest Greek headlines and sift between those stories with substance…and those without.
Ireland and Greece were both bailed out in 2010. But the similarities don’t go much further than that.
Amid heightened rumors of a Greek debt default, a look at Monday’s flurry of Greece-centric headlines.
While debate over EFSF changes continues, Greece appears to be making some small headway.
There are two ways to think about recent market negativity—forward or backward. Let’s consider both.
Stocks seesawed wildly Tuesday, finishing the day solidly in the black.
Global markets experienced a sell-off Monday, as investors contended with S&P’s US credit rating downgrade and the ECB’s Spanish and Italian debt purchase plans.
Understanding and separating the negatives from the positive realities can help guide your investing decisions.
The plot surrounding eurozone debt issues continues to unfold—but are things becoming more complex or less?
Moody’s downgraded Portugal Tuesday—but that’s not a huge surprise. Overall, Europe’s indicated they have the means and the desire to backstop struggling eurozone countries.
Though positive global developments are getting short shrift, they do exist today.
The world isn’t likely to get any less globalized, so shift your investment focus to global first and local second.
Negotiations over Greece’s bailout took three steps forward on Friday —but two steps back on Monday.
It seems no one is happy about the pace of anyone else’s financial regulation—the EU thinks the US is too slow and vice versa.
The OECD’s biannual report Wednesday indicated global recovery’s on track, though threats remain. What should investors take from such forecasts?
Individual countries may hit economic bumps in the road to recovery, but on the whole that shouldn’t stop the positive forces propelling the global economy forward.
The PIIGS spotlight swings back to Greece amid talks of Greek debt restructuring.
The Fukushima nuclear accident was upgraded to level 7—on par with Chernobyl—but that’s likely where the similarities end.
Recent local elections suggest gridlock is taking hold in Europe.
Lost amid the headlines, eurozone officials made positive strides in overhauling bailout fund terms—but there’s still plenty of work to do.
European banking and debt woes are a ways off from a more permanent resolution, and as politicians work on refining one, transparency and clarity are advisable.
Greece’s credit rating took another hit Monday—but what’s really news is what’s happening in the rest of the eurozone.
Japanese protectionism plays a large role in the country's economic malaise. But reforms—including greater openness and free trade—could help buoy economic growth.
The EU held an economic summit last week—but concrete results were lacking, with dissent across the board.
|Despite successful auctions by Portugal and Europe's periphery, sovereign debt fears remain. However, the worst-case scenario—a disorderly EMU breakup—remains unlikely in 2011. |
|2010 looks to have ended on an economic up note.|
|PIIGS fears remain in headlines, but US economic data are encouraging. |
The eurozone is on track to post an average year of economic growth.
|Little attention seems to be paid to expanding manufacturing activity globally—and that could be good news for investors.|
|In the aftermath of a larger-than-average decline in recession, Irish debt woes have compounded a difficult economic situation on the Emerald Isle—but help is there if needed. |
|Will big British spending cuts bring down its public deficit without bringing down the economy?|
|Japan intervened in currency markets to help its exporters—but will intervention have the desired results?|
|Cheers to fast German economic growth washing down fears of a European-driven double dip. |
|Step off the treadmill and remove the EKG—the stress test is over.|
|Though austerity has its risks, a balanced perspective shows the measures taken could have long-term benefits. |
|Is the sky really falling, or are other forces playing a role in stocks' recent pullback?|
|Though Greece continues to rattle, market jitters over PIIGS could be short-lived. |
|German industrial activity shows not all is bleak in the eurozone.|
|The BoE has some explaining to do, but inflation is not a global worry yet. |
|The EU unleashed a bazooka-sized rescue package on Sunday. |
|Recent US-dollar bond offerings by Russia and Greece illustrate the uneven nature of economic recovery. |
|Global markets seem to be back on track after the early 2010 pullback. But expect volatility ahead—it's only normal. |
|The European economy overall continues to show signs of recovery.|
|It's easy to think the developed nations make the world go round—but don't discount the up-and-comers. |
|The US yield curve steepened to its biggest spread in decades last week—bullish for economic growth. |
|The world is full of rotating characters, and some acts have more power to move markets than others.|
|Besides a talent for haikus, what will the new EU president bring to the table?|
|The financial crisis appears to be over, but thanks to onerous regulations and political scrutiny, Financials' woes aren't.|
|Worried about today's high government debt? History shows we're still well within manageable levels.|
|Irish voters overwhelmingly approved the Lisbon Treaty—after saying "no” to the treaty last year.|
|The German parliament is set to shift toward a business-friendly, center-right majority. But the status quo, not significant change, is probably what's brewing. |
|Global semiconductor sales climbed for the fifth month in a row—a confirmation of Tech's stock outperformance so far this year. |
|If current polls are correct, Japan may soon be saying sayonara to its long-ruling Liberal Democratic Party. |
|Positive manufacturing readings across the globe are welcome signs.|
|The UK risks losing its AAA sovereign credit rating due to rising public debt, but worrying over credit ratings is small potatoes next to righting the economy. |
|Pressure is tightening on Western European banks as investors pull capital out of Eastern Europe. |
|What's the right pace for monetary stimulus? The answer is not yet certain, though it's likely a severe financial crisis needs an aggressive response. |
|Tight credit conditions have eased lately—a little-noticed fact. |
|Central banks and governments around the world have taken up the call to arms. |
|Markets proved volatile as governments around the world took action |
|The annual Group of Eight summit will likely amount to little more than illusions. |
|Industrials are among the unsung heroes of today's global economy.|
|Australia's new leader, Kevin Rudd, talks a big game of change and reform, but when the political dust settles, expect the status quo.|
|In a bizarre twist of irony, the British government exacerbated credit problems by blocking a merger between banks earlier this year. The episode underscores both the perils of government intervention and the gross misunderstanding of today's so-called "credit crunch.”|
|Big proposed tax changes and political turmoil in Britain may turn out to be a tempest in a teapot. A simpler tax system may be in the cards for Britain, but British politicians have a long time to foul up positive proposals.|
|Troubled British lender Northern Rock isn't evidence of systemic woes in Britain or elsewhere. |
|Japan's ruling Liberal Democratic Party suffered a stunning defeat in the upper house election on Sunday, giving up control in the chamber to the opposition Democratic Party of Japan. What does it mean for global stocks?|
|Political turmoil returns to the world's second largest economy.|
|SAT analogy question pop quiz: Postal Service is to Japan as _________ is to the United States.|
|The Japanese government is going to have a fat wallet.||
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