Globalization

Is Globalization in Retreat?

11/10/2016

Before we presume that half a century of building economic ties is unraveling, let’s consider what is talk and what is action.

Economic Patriotism or Protectionism?

07/17/2014

What does the Obama administration’s recent push to ban certain M&A deals mean for investors?

Free Trade!

07/09/2013

New/pending China-Switzerland and US-EU free trade deals aren’t instant economic fixes, but they should be longer-term positives and tailwinds for global stocks.

The Tie That Binds

11/20/2012

At this week’s ASEAN and East Asian summits, free trade talks trump territorial disputes.

Weighing Tuesday’s Follies

06/27/2012

A roundup of Tuesday’s more head-scratching developments.

Depictions of Growth

04/11/2012

If it’s true a picture’s worth a thousand words, how many are these two worth?

Around the World in Manufacturing

04/03/2012

As global manufacturing continues expanding broadly, regional reports highlight some interesting happenings around the world.

Around the World in Manufacturing

04/03/2012

As global manufacturing continues expanding broadly, regional reports highlight some interesting happenings around the world.

Transatlantic Economics Tuesday

11/16/2011

In economic news Tuesday, eurozone GDP grew modestly, US wholesale inflation was tame and US retail sales grew again.

Freeing Trade

10/04/2011

Long-stalled free trade agreements with South Korea, Colombia and Panama appear set to move forward—an incremental positive for the US.

Differentiating Europe’s Periphery

09/26/2011

While peripheral Europe is often referred to collectively, this obscures the fact the issues confronted are different in magnitude, severity, potential resolutions and progress.

The High-Frequency Debate

08/22/2011

Is the blame often heaped on high-frequency trading for stoking volatility proven beyond a reasonable doubt?

A Retail Pop

08/12/2011

Amid steep market volatility, it’s important to recognize the widely discussed negatives but also to balance them against material economic positives to get a clearer view.

Fisher Investments Perspective: The Yin and Yang of Chinese Trade

07/15/2011

Some criticize Chinese yuan policy as a contributor to our trade deficit. But let’s review the underlying assumptions.

Fisher Investments MarketMinder: On Chinese Consumer Behavior

07/14/2011

There are many differences between the economies of China and the United States. But a cursory review of consumer behavior shows some striking similarities.

A Rising Sun

06/30/2011

The impact of Japan’s earthquake, which has recently dampened global growth rates, appears to be abating.

Spend and Trade

06/29/2011

Though positive global developments are getting short shrift, they do exist today.

As the World Changes (Or Not)

06/22/2011

The world isn’t likely to get any less globalized, so shift your investment focus to global first and local second.

Below the Radar

06/20/2011

If it’s risks you’re assessing, it’s a mistake to stop at headline news.

Make a Trade for Trade

05/18/2011

Pending FTAs with Panama, Colombia and South Korea are caught in yet another political battle.

Capital Wanted: Invest Within

05/13/2011

Chinese investment abroad seems set to rise in the coming decade, bringing desirable capital—and undeserved fear.

Dawn of the Not So Dead

05/11/2011

US manufacturing, long thought dead, is actually much healthier than rumored.

A Torrent of Free Trade

05/06/2011

The recent destruction of trade barriers, which seems poised to continue, is a move we heartily applaud.

Global-phobia

04/18/2011

Fears of China’s fast economic growth—which continued in Q1—are misplaced

A Triumph for Trade

04/07/2011

Contrary to protectionists’ claims, free trade agreements give American companies a fighting chance in an increasingly competitive global marketplace.

Ich Bin Ein NYSE Berliner

02/17/2011

Acquisitions of American icons by foreign competitors shouldn't be viewed with patriotic disdain—consolidation is a normal and necessary part of success in the increasingly competitive global marketplace.

Egyptian Flip-Flop

02/11/2011

Unrest in Egypt continues, but don't overestimate its potential to impact global markets.

Creativity Counts

12/17/2010
Protectionist measures endanger prosperity—and are often based on misleading official data. 

Astonishingly Average

12/03/2010

The eurozone is on track to post an average year of economic growth.

Surge of the Emerging

10/07/2010
It seems investors have taken note of Emerging Markets' current growth and growth prospects.

The Fundamental Focus

05/17/2010
As stocks waver on euro-worries, global economic fundamentals continue their strong showing.

Greece Got Your Goat?

04/08/2010
Greece is once again making headlines, with government bond yields hitting historical highs this week.

Timing (Isn’t) Everything

03/22/2010
Global markets seem to be back on track after the early 2010 pullback. But expect volatility ahead—it's only normal.

Buy Apple Pie

06/24/2009
Rising American protectionism is provoking retaliation. But history's hardest lessons should stem the tide.

Baby, You Can Drive My Volvo

06/10/2009
America's auto industry is as American as strudel, sushi, and bangers and mash.

Made in _______

01/13/2009
Current protectionist talk is likely no more than political huffing and puffing.

Globalization’s Sequel Is Safe

12/24/2008
Central banks worldwide have acted quickly, aggressively, and more or less together all year.  

Study Abroad

10/01/2008
At the close of a wild third quarter, and with the US Congress taking a day off, we examine global responses to recent financial events.

That Joke Isn’t Funny Anymore

08/27/2008
A few Nobel Laureates think globalization is bad for the world's workers. Poppycock, we say!

Chi Non Saltare…

08/13/2008
Italy's economy contracted a bit in the second quarter, but global results are far more important than any single country.

A Midsummer Night’s Dream

07/08/2008
The annual Group of Eight summit will likely amount to little more than illusions.

Who Killed the Zeitgeist?

06/18/2008
A bilateral investment treaty between the US and China could help ease popular stigma about foreign investment.

Our Robin Hood Government

05/23/2008
No one profits much from high corporate tax rates.

Hello GMOs

05/09/2008
Once foodstuff fodder, countries are suddenly turning to genetically modified organisms (GMOs) due to rising food prices concerns.

Profiting from Globalization

04/25/2008
Globalization helps US firms profit from global economic strength.

The World Can Buy Its Own Coke

04/17/2008
The current bull market has been driven by growth outside the US.

The Industrials Evolution

04/04/2008
Industrials are among the unsung heroes of today's global economy.

It’s a Materials World

03/13/2008
Don't let higher Materials prices spook you. The price trend in Materials isn't a symptom of inflation but of growing global demand.

America’s Love Affair

02/14/2008
America loves its position as a global economic leader, so is the recent slowing of the US economy a cause for heartbreak?

Wag the Dog

01/25/2008
Global stocks bounced around this week and fears emerged that problems in the US have finally spread to the rest of the world. But in the global economy, it's a mistake to assign too much power to any one country.

Propped Up

12/20/2007
A burgeoning belief among investors that foreign countries are "propping up” US markets today is pure mythology.

Imagine: The Gaia Economy

11/23/2007
Globalization has made iconic baby-boomer utopian images of world unity closer to reality than ever.

Kaizen!

06/12/2007
The investing worry du jour is the arrival of global inflation.

Bang the Doldrums (of Protectionism)

03/30/2007
Our federal government has banged its booming drum today, delivering a baffling decree heading into what's an otherwise blissful spring weekend.

Spread the Risk; Spread the Love

03/14/2007
We'd bet you love your neighbor a lot more than you think.

Bottom Feeding

02/16/2007
Somewhere in the neighborhood of four billion people live on less than $2 per day.

It's Catching On

02/12/2007
Globalization is one of the most powerful forces in the economic world today.

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