Politics

MarketMinder Minute - Presidential Authority Has Limited Power

09/15/2016

This MarketMinder Minute evaluates the limited authority and potential market impact of a newly elected president.

Clinton, Trump and … Linus Van Pelt?

08/18/2016

Forget FOX, MSNBC, CNN, talk radio and all the rest: Everything investors need to know about this election, they can learn from Charlie Brown.

Blue? Red? For Stocks, Election Years Are Typically Green

08/02/2016

Falling uncertainty as elections approach tends to boost stock market returns.

This Week in Global Politics

07/12/2016

Britain and Oz and Japan—oh my!

One Simple Investors’ Trick for Navigating Brexit

07/01/2016

When weighing politics—even Brexit—investors must focus on actions, not talk.

Adiós to the EU?

06/30/2016

What does Brexit signal about future European elections?   

History Shows Election Nerves Don’t Stress Stocks

05/13/2016

Getting closer to an election won’t automatically roil stocks. 

Inside George Osborne’s Red Briefcase

03/16/2016

The red briefcase wasn’t the only symbolism in Britain’s budget.

The US Election and Stocks: Beware Your Bias

03/15/2016

While politics are an input for stocks, bias can exaggerate the degree of importance.

Stay Cool After Super Tuesday

03/02/2016

Super Tuesday helped the Presidential race come into focus, but it’ll be another two weeks before markets get meaningful clarity on the eventual nominees.

Brexit Referendum Countdown Begins

02/22/2016

The referendum is on the calendar, but Brexit talk is still mostly noise as far as markets are concerned.

Presidential Change Has Limited Range

02/09/2016

Can the President of The United States affect sweeping change on his or her own?

That Raucous Iowa Caucus

02/03/2016

Some candidates won, the polls lost, and it’s still too early to handicap November’s race. 

The US Government Did Something … and It Isn’t Awful!

12/21/2015

The US government passed and signed spending and tax legislation Friday and it was surprisingly good.

Presidential Politics and America’s Economic Relationship With China

11/11/2015

Political rhetoric on China doesn’t overlap much with reality.

Ken Fisher: ‘Bad Politicians Don’t Mean Bear Markets’

11/04/2015

Stocks care about policies, not personalities.

Much Ado About the Budget

10/29/2015

While Congress’s bipartisan budget agreement dominates headlines, its macro impact is limited.  

Defanging Debt-Ceiling Doom

10/26/2015

Like a bad movie sequel, we suggest paying little heed to the latest debt ceiling chatter.

Canadians Were Ready to Vote

10/20/2015

Monday, Canadian voters hit the polls and delivered a new leader a surprise majority. But the broad headwinds facing Canadian stocks and its economy aren’t likely to change soon.

Global Politics Check-In

09/17/2015

A look at recent political developments shows changes—both potential and real—don’t seem likely to alter markets’ direction.

Greece Is Having a Good Week

08/20/2015

Greece got its bailout money, but plenty of hurdles remain.

A Presidential Candidate Has Thoughts on Capital Gains

07/27/2015

We take a look at one presidential hopeful’s plan to address “quarterly capitalism.”

Balanced Budgets and a Surplus of Sociology

06/15/2015

The UK government’s plans to pass a balanced-budget rule are sociologically sweeping, but their economic and market-moving scope appears limited.

It’s the Slow Lane for TPP

06/15/2015

So-called fast-track Trade-Promotion Authority legislation hit the skids Friday, when the House rejected a related bill, hampering US involvement in the Trans-Pacific Partnership.

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.

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. 

One Fish, Two Fish, Red Fish, Blue Fish

03/24/2015

Oh the places this election could go!

Political Tool Returns After One Year Vacation: Debt Ceiling

03/20/2015

The Debt Ceiling is back—here’s what that actually means.

UK Politicians Want Some Votes

03/19/2015

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

Congressmen Attempt to Invite Monetary Error, Fail

03/12/2015

Has the Fed become politicized?

Greece U-Turns, Declares Victory

02/23/2015

Did the new Greek government just #U-turn? 

Gumby, Greek Politicians and Other Bendy Things

02/13/2015

Greek and eurozone leaders said some things and made some plans.

Greek Flip-Flops: Not Just for Santorini

02/06/2015

What to make of noisy negotiations between Greece's new anti-austerity government and their European creditors? 

Reason #529 Why Stocks Love Gridlock

01/29/2015

President Obama's decision to scrap plans to tax 529 savings plan distributions probably won't have a direct market impact, but it illustrates why stocks like gridlock. 

Greek Government Theatrics and Other Reruns

01/27/2015

Greece has a new anti-austerity government, but a disorderly euro exit is as unlikely as ever.

The Often-Rumored, But Rarely Seen Grexit

01/06/2015

Politicking over a Greek exit from the euro resumes.

Icarus, Grexit and Other Greek Mythology

01/05/2015

Four years in, Greece fears are still false—and false fears are bullish.

Now What?

12/16/2014

Did economic reform in Japan just become more likely?

The Greek Gambit, Redux

12/10/2014

Does Greek political turmoil mean the euro crisis has returned? 

What to Expect from Lame-Duck Season

11/13/2014

What should investors take away from this year’s lame duck?

Goldilocks Gridlock

11/06/2014

Whether midterm election results leave you enthralled or enraged, the gridlock they bring is the real reward for investors.

Voting For Gridlock

10/09/2014

Midterm-election speculation abounds. But what do the likeliest outcomes mean for investors?

Independent for a Reason

10/01/2014

Greater collaboration between the Fed and Treasury doesn’t ensure better policy. 

Cantor Canned, Stocks Jarred?

06/13/2014

Will the House’s big upset put stocks in a pickle?

The War on Long-Term Forecasts (Not Coal)

06/03/2014

What does President Obama’s new environmental plan mean for investors?

Open for Business?

05/08/2014

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

Eur-a-Skeptic

04/25/2014

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

Sealing Votes with the Debt Ceiling

02/13/2014

Congress’s latest debt ceiling vote doesn’t mean much for markets, but it does shed light on 2014 midterms. 

The Gift of Gridlock

12/26/2013

Your holiday gift from inside the Beltway is a lack of new laws.

Shinzo’s Stalemate

12/13/2013

On the anniversary of his election, reviewing Japanese Prime Minister Shinzo Abe’s progress thus far might prove insightful for Japanese reform in the near future.

Berlusconi Out, German Government In

11/29/2013

Eurozone politics got a little clearer on Wednesday.

Tick Tick Boom?

10/15/2013

Don’t sweat Congress’s latest shenanigans—we still won’t default.

Defaulty Logic

10/08/2013

Despite what our President, Treasury Secretary and House Speaker say, hitting the debt ceiling doesn’t mean imminent default.

Sam, I Am Green Budgets and Ham

09/25/2013

Should investors fret a possible government shutdown?

Angela’s Next Step

09/24/2013

What’s next for German Chancellor Angela Merkel after Sunday’s election?

The Return of the Debt Ceiling: Part 108

08/28/2013

As the federal government prepares to go to the mattresses, should long-term investors be worried if Congress doesn’t raise the debt ceiling?

Brewing German Elections

08/22/2013

German elections are a month away and, currently, polls indicate a re-election for Chancellor Angela Merkel. In our view, this apparent lack of political uncertainty is further evidence the eurozone isn’t as bad as feared.

The Student-Loan Crisis That Wasn’t

07/19/2013

In June, headlines decrying the student-loan rate’s upcoming July 1 rise seemed par for the course—so was politicians’ late-to-game solution this week.

Carbon Dating Politics

07/17/2013

As Australia’s carbon tax U-Turn shows, legislation can and does change—something investors should remember when considering portfolio moves.

Municipal Bond Madness

07/10/2013

A proposed tax on municipal bonds likely doesn’t get through Washington gridlock.  

The Good, The Basel and The Eurozone

07/03/2013

Manufacturing, the Fed and a couple of PIIGS provided a mix of news for investors early this week—some good, some not-so-good and some simply political.

Political Theater: Global Edition

06/27/2013

Election updates from the land Down Under to the Land of the Rising Sun.

The Congress of Our Discontent

06/17/2013

Snippets from around the web illustrating the market impact of our currently gridlocked government.

The Return of the Debt Ceiling

05/20/2013

If no calamity or even remotely negative consequence ensued from suspending the debt ceiling for three months, why should it return?

Icing the Gridlock Cake

05/16/2013

Political scandals distract politicians from legislating—a great thing for stocks.

Holloundering

05/01/2013

Despite a seemingly pro-business move lowering some taxes on Monday, Hollande’s future legislation likely doesn’t stay on this, or any, set path.

Abe’s Constitutional Gambit

04/25/2013

It seems Japanese economic reform may be on ice for now as Abe takes aim at the constitution.

Meet the New Boss…

04/23/2013

After six rounds of voting, Italy has a president who can now work toward establishing a government.

Across the Pond Thursday

04/19/2013

The Italian presidential election and Germany’s approval of Cyprus’s bailout dominated eurozone news on Thursday.

Venezuela’s Post-Election Politics

04/12/2013

Chavez’s heir apparent seems set to take power. Whether he maintains it remains to be seen.

Fixing Too Big to Fail?

04/09/2013

The latest efforts to “fix” too big to fail seem unlikely to pass, but their unintended consequences still bear scrutiny.

Cooperation or Contention?

03/25/2013

The tenor of political debate has little economic impact. 

Viva, Venezuela!

03/07/2013

The death of a brutal tyrant could be an opening for the Venezuelan people.

11th Hour Sequestration Politics

02/28/2013

The sequester likely has little overall economic impact—and may in fact be useful to both parties.

Italy’s Greecey Elections

02/27/2013

Financial news exploded with cheers and fears over Italy’s parliamentary elections Tuesday—but the story moving forward seems to be a familiar one.

Simpson-Bowles II: Along Came Sequester

02/20/2013

Roundly viewed as DOA, it seems the Simpson-Bowles plan may get a new life—for now.

The Gentle Sequestration Slope

02/19/2013

With just under two weeks remaining before March 1, the lines seem drawn for a political debate over government spending cuts.

Weighing the State of the Union

02/14/2013

This year’s State of the Union had few concrete economic plans—but the big one, a free trade deal with Europe, should bring big rewards over time.

North Korea Nuked … North Korea

02/13/2013

North Korea staged its third nuclear test. Now what?

Lost Connections: Solution Seeking Problem

02/06/2013

Politicians often seem in search of problems for their solutions—so seems the case in the UK’s banking industry.

Previewing Italy’s Election

01/29/2013

Silvio Berlusconi’s potential comeback bid may add some drama as Italy’s election draws near, but pro-euro politicians look most likely to emerge victorious.

Out With the Old, In With the Same Old

01/03/2013

Congress reached a last-minute fiscal cliff-averting deal—which effectively sets us up for a similar conversation in just a couple months.

The Milkman Cometh

12/31/2012

If the US falls off the “dairy cliff,” will milk prices double?

Extraordinary Politicking

12/28/2012

A look at the debt ceiling and the Treasury’s extraordinary measures to keep politicians politicking.

Cliff’s Fisca-la-la-la Follies

12/19/2012

Just as the holiday season is reaching its peak, so are debates about the fiscal cliff … At least, they seem to be getting there.

Lights, Energy, Inaction! Ken Fisher’s Warning Against Unintended Consequences

12/09/2012

France's attempt to conserve energy use may have unintended consequences.

Austerity in the UK?

12/06/2012

No matter the political hubbub that follows, Britain’s 2013 budget plans clearly show austerity is still a misnomer, at least in the UK.

Politics as Usual

11/14/2012

Politicians globally were up to their usual games Tuesday—here’s a brief look at a couple instances.

All Eyes on China

11/12/2012

What does China’s leadership transition mean for its economy?

Obama, Take Two

11/08/2012

Investors concerned about the impact on stocks from Obama’s second term should consider some key factors.

Political Profiteering

11/06/2012

Politicians engaged in attempting to allocate scarce resources in the Northeast could easily do more good by letting markets do what they do best.

Ancillary Agencies

10/31/2012

The President’s recent proposal of a new Secretary of Business seems more likely to add to government bureaucracy than to streamline it, whatever the stated aim.

Elections Over Economics

10/25/2012

A global glance at economic data to put political rhetoric in context.

Unemployment and the Undecided

10/08/2012

Does September’s unemployment rate imply anything about the two presidential candidates’ employment prospects?

The Brits’ Bureaucratic Business Banking Boost?

09/25/2012

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.

Financial Oversight or Overkill?

09/20/2012

Various government bodies are considering changes to the way the financial system is monitored and regulated—and the suggestions don’t strike us as the best ideas.

Global Elections Update

09/19/2012

As the US presidential election draws closer, it provides an opportune time to look at other elections globally.

Voting 101

08/27/2012

While we find nearly every politician equally abhorrent, we can find a few issues that shouldn’t sway your vote.

Donkeys, Elephants and Employment

08/06/2012

A bifurcated jobs report on Friday likely adds fodder to the political debate over unemployment.

Is It Gold for the Americans?

08/02/2012

Politicians allegedly reached an agreement to agree to a budget by the end of September—but is the deal worth a gold medal?

A Tale of Two Governments

07/02/2012

While European politicians seemingly took a step forward Friday, Aussie politicians circled.

SCOTUS Rules

06/29/2012

The Supreme Court declared 2010’s health care reform bill constitutional on Thursday—what does the decision mean for stocks?

Guzzling Government Gas

06/28/2012

Why we don’t need the government to help direct a possible natural gas transition.

Politicking and the Pitch

06/22/2012

Greece formed a coalition government earlier this week, making a Greek exit from the euro even less likely. But Germany would like to escort the Greeks out of another Euro before the week ends.

Capitol Confusion

06/14/2012

Capitol Hill’s misplaced (and often contradictory) observations can lead to confused legislation—and, quite often, capital confusion.

Web Soup: Growing Services and Politicking Politicians

06/06/2012

The US’s growing service sector, Argentina’s adventures in resource nationalism and the latest on Spain and Germany.

Predictable Politicking

05/02/2012

Politicians worldwide played politics as usual Tuesday—here’s a brief sampling.

Dutch Power-Play, French Populism

04/24/2012

The Dutch government’s collapse and France’s first-round vote highlight a far-right resurgence, but today’s populism doesn’t necessarily dictate tomorrow’s policies.

The Tempest in Budapest

04/19/2012

Hungarian Prime Minister Viktor Orban’s political cat-and-mouse game with European Commission officials seems a little closer to resolution—though the country still faces hurdles ahead.

Consistently Taxing

04/17/2012

A look at some historical facts in honor of 2012’s tax day.

Fuzzy Facts and Other Political Fallacies

04/04/2012

Viewing the economy and markets through a political lens can easily lead to investing mistakes.

Warranted Criticism

03/05/2012

Before regulators suggest banks dial back their criticisms of planned rules and regulations, perhaps they should keep their confidence in check.

Raising Flags Over the Eurozone

02/24/2012

Greece continued to make incremental progress Thursday, and additional signs of the eurozone’s multispeed economy emerged.

All Over the Map on Taxes

02/21/2012

Recent news and plans on taxes show politicians globally seem to misunderstand some pretty basic concepts. 

These PIIGS Went to Market

02/03/2012

A look at falling Italian and Spanish debt yields.

The State of Politics (as Usual)

01/26/2012

President Obama’s State of the Union address Tuesday received the traditional level of scrutiny from both sides—but the chances much actually comes of such political speeches are typically quite low.

Headlines in Iowa (and Elsewhere)

01/04/2012

Tuesday marked the first US trading day of the year—here’s a quick rundown of some primary stories.

As Good as Congress Gets

12/29/2011

The US Treasury seems poised to request another debt ceiling increase soon. And this time, the exercise seems even more meaningless.

Greece’s Tranche and the ECB

12/02/2011

While troubled PIIGS have taken incremental steps forward, eurozone politicians continue to take necessary measures to prevent a disorderly breakup of the union.

Super Stalemate

11/22/2011

The US budget super committee delivered not-so-super results.

This Week in Flubs

11/14/2011

Political goofs and missteps are part of the game. Today, we bring you last week’s best of the worst.

A Dash of Growth and a Pinch of a Plan

10/28/2011

GDP was nicely positive, and the eurozone finally seems to have a plan.

Harping on HARP

10/25/2011

The government announced a new plan to shore up underwater homeowners. But will it work?

Seeing the Forest and the Trees on Trade

10/14/2011

Connecting the dots between seemingly unrelated events—especially those orchestrated by politicians—is critical to successful investing.

A Not-So-Surprising Surprise

10/06/2011

That banks have started charging fees for debit card use didn’t surprise us much—but it seems to have caught politicians off-guard.

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.

Taxing Regulation

09/28/2011

Here's a look around the web at America's overly complicated tax and regulatory codes—and a comparison to put them in perspective.

Do Little Fed, Do Nothing Government

09/22/2011

While the Fed took an incremental step intended to buoy the economy Wednesday, Congress seems committed to quite the opposite tactic—doing nothing.

Whispers, Politics and Remembrance

09/12/2011

A Friday look at things recent—and things remembered.

Flipping Through the (Web) Pages

09/07/2011

A collection of stories making headlines around the web Tuesday.

Politics and Pigskins

09/06/2011

President Obama will address the nation Thursday on the current domestic jobs situation—but it’s unlikely solutions come from politicians on either side of the aisle.

Update on Brazil: Unexpected Monetary and Fiscal Stimulus

09/01/2011

Brazil’s latest moves provide investors with an excellent reminder of the importance of thinking globally.

Regulating Regulators’ Regulations

08/24/2011

It seems were going to have fewer nonsensical federal regulations following a recent government review. But let’s hope this baby-step doesn’t conclude their efforts.

The Politics of Fear

07/27/2011

White-hot, fear-based rhetoric is flying around the debt ceiling as politicians try to sell their positions. And, some links.

Huddling Up on Greece

07/25/2011

Agreement was reached on the newest plan to quell peripheral European sovereign debt issues. What does the deal accomplish?

Grading on a Curve

07/19/2011

Eurozone bank stress test results were released recently to widespread criticism.

Breaking News-US Manufacturing Isn’t Dead

07/18/2011

US manufacturing is alive and well, making government claims there’s a need for a “national strategy” dubious at best.

Fisher Investments On Debt Ceilings and Downgrades

07/14/2011

The US was warned its debt rating is on review, tied mostly to a political debate over an arbitrary marker—something that has happened before with no ill effect.

A Little Less Legislation, Please

07/01/2011

Recent legislation and its unintended consequences have us asking for a little more conversation and a little less action.

Showdown at the Deregulatory Corral

05/31/2011

Republicans and Democrats agree—the US has a lot of unnecessary regulation. If only they’d take it a step further.

Make a Trade for Trade

05/18/2011

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

Let’s All Say on Pay

04/26/2011

US firms are beginning to allow investors to “say on pay,” a popular Dodd-Frank provision that likely does little to prevent future disasters.

The Dodd-Frank “Act” Strikes Again?

04/21/2011

The Federal Reserve released yet another proposal in response to provisions of the Dodd-Frank Act, but practical details were few and far between and likely unnecessary.

The Scarlet Letter

04/19/2011

S&P downgraded the US’s credit rating outlook by a notch, but it shouldn’t mean much.

’Tis the Season

04/15/2011

Politicians are duking it out in a timely battle over taxes, debts, and deficits. But what will be the market impact when a winner emerges?

A Lesson in the Law of Unintended Consequences

04/14/2011

Legislation that interferes with free markets can and frequently does have completely unintended consequences—sometimes undermining the very purpose of the legislation.

Shutdown Charade

04/11/2011

Talk swirled of a potential government shutdown Friday, but let’s separate the economic wheat from the political chaff.

An Impasse Comes to Pass

04/06/2011

Congressional Democrats and Republicans continue to battle over the budget.

Eurozone Power Plays

04/05/2011

Recent local elections suggest gridlock is taking hold in Europe.

Another Five-Year Plan

03/09/2011

China recently revealed the blueprint of its economic policies and objectives for the next five years.

Dollar on the Decline?

02/16/2011

Neither the yuan—nor any other currency—will upstage dollar dominance anytime soon.

A Budget Battle

02/15/2011

President Obama revealed his 2012 budget Monday—and true to form, lawmakers are already bristling over proposed spending cuts and tax increases.

Vaguely Reforming Their Fannie

02/14/2011

Treasury Secretary Tim Geithner presented three proposals for reforming Fannie Mae and Freddie Mac on Friday.

Merlin’s Unintended Magic

02/10/2011

Regulations and agreements like the UK's Project Merlin may make unhappy taxpayers feel better, but they're more likely to do harm than address the actual issues.

Hitting the Mark-to-Market

01/28/2011

The FASB's actions speak louder than the FCIC's words.

SOTU: An Acronym Promising Fewer Acronyms

01/27/2011

The President dropped a tempting teaser in his State of the Union address Tuesday night when he discussed deregulation. We've got some ideas of where to start.

Rumored Rulemaking

01/24/2011

The Dodd-Frank financial reform law mandated myriad studies, and they're beginning to roll in—to a chorus of yawns and questions.

With Liberty and Internet for All

12/23/2010
The FCC voted 3-2 to regulate Internet access.

Politically Taxing Our Ears

12/20/2010
The tax rate extension compromise is now law. And predictably, there's both undeserved criticism and unwarranted lauding of the deal.

Dodd-Frank Says Ditch Fitch

12/10/2010
The Dodd-Frank legislation calls for the end of the rating agency oligopoly, an outcome we guardedly support. 

The Rising Cost of a Chinese Big Mac

11/18/2010
Will Chinese price controls curb global growth?

A Lifting Political Pall

11/04/2010
In a week packed with news, the Fed's policy announcement and midterm elections were mostly as expected and good news for stocks.

Donkeys, Elephants, and Bulls. (Oh My!)

11/02/2010
With midterm elections at hand, many Americans are thinking in terms of donkeys or elephants. Monday's financial news, however, came in the shape of a bull.

Bashing the Bank Piñata

10/22/2010
Financials are finding ways around new regulations faster than Washington can enact new ones.

No Pain, No Gain for Ye Olde Brits?

10/21/2010
Will big British spending cuts bring down its public deficit without bringing down the economy?

The Threat of Tit for Tat

09/30/2010
US legislation targeting China's currency policy seems ill-advised.

Gridlock on the Beltway

09/28/2010
Increased political gridlock looks likely—and investors should cheer

Yen-tervention

09/16/2010
Japan intervened in currency markets to help its exporters—but will intervention have the desired results?

Incorrectly Political

09/13/2010
As US midterm elections approach, much of the heated debate surrounds the economy. But buying into their accounts is potentially dangerous for investors.

Spill Bill on the Hill

07/29/2010
Is there enough political will to pass a contentious energy bill?

European Stress Management

07/27/2010
Even a more stringent look at Europe's banks show they are healthier than many expect.

All Else Is Never Equal

07/01/2010
Correction fears continued cycling Wednesday, even as fretted "crises” show signs of moderation.

The Paper Companies’ Big Win

06/28/2010
Congress celebrated reconciliation of financial reform on Friday—but there's a lot more paper than substantive reform targeting major factors driving 2008's financial panic.

An Uphill Battle

05/20/2010
German politicians recently banned naked short-selling of sovereign debt and bank shares.

Goldman on Trial

04/19/2010
Goldman Sachs has been charged by the SEC for allegedly failing to disclose material information about CDOs.

Freer + Butter = Better

04/07/2010
We don't often think much of Washington's "bright” ideas, but clearing houses could be a good thing for some credit derivatives markets.

There's a Pill for That

03/23/2010
The House of Representatives passed the Senate health care bill Sunday night—what does this mean for stock markets?

Dead Bill Walking?

02/23/2010
The White House is hoping to breathe new life into the health care legislation—but is it just a dead bill walking?

Ben There. Done That. Now Let's Do It Again.

01/26/2010
Senators are dragging their feet over Fed chair Bernanke's confirmation vote, but it's very likely he'll get another term.

A Limiting Proposal

01/22/2010
President Obama proposed further regulation of large financial institutions on Thursday, but lacking details, sent markets into a tailspin.

Submerging Market

01/12/2010
Emerging markets are leading the global economic recovery, but events in Venezuela show not all emerging markets are equal.

Pacific Politics

12/11/2009
Japan's new leadership continues to shake things up—leaving investors wondering what's next for the country's stock market.

Jobs Report, Sarbox, and Japan Post

12/07/2009
The world is full of rotating characters, and some acts have more power to move markets than others.

The Talented Mr. Van Rompuy

11/24/2009
Besides a talent for haikus, what will the new EU president bring to the table?

Paying for the Bailouts

11/10/2009
The financial crisis appears to be over, but thanks to onerous regulations and political scrutiny, Financials' woes aren't.

Shot Across the Bow

11/05/2009
In efforts to get re-elected, Republicans and Democrats alike will continue moving toward the center or risk losing seats.

Here Come the Irish!

10/06/2009
Irish voters overwhelmingly approved the Lisbon Treaty—after saying "no” to the treaty last year.

What’s Brewing in Germany

09/29/2009
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.

Separation Anxiety

09/15/2009
Though Treasury and White House speak of "exit strategy,” financial regulation proposals could mean continued government involvement in the financial sector.

And the Nominee Is…

08/26/2009
Predictably, President Obama nominated Fed Chairman Ben Bernanke for another four years Tuesday.

Sayonara, LDP?

08/25/2009
If current polls are correct, Japan may soon be saying sayonara to its long-ruling Liberal Democratic Party.

Nothing Sweeter Than Sour Grapes

08/05/2009
Washington's legislative loggerheads could benefit stock investors.

Statutory Sunshine

07/29/2009
The financial regulation debate is raging again.

A Confused Chorus

07/08/2009
Well before the current round of fiscal stimulus has been fully deployed, let alone allowed to work its mojo, a confused (but ever louder) chorus is calling for the encore.

The Regulatory Ring

07/01/2009
Almost drowned out by the King of Pop and King of Con, a recent Supreme Court decision may negatively affect banks down the line.

Banks and the Temple of Doom

06/04/2009
Big banks are eagerly trying to escape TARP, but it isn't easy.

The Taxman May Cometh

05/05/2009
The government's looking overseas for extra tax revenue.

Political Appeal

04/21/2009
When Democratic presidents learn to appeal to voters beyond their party base, history shows markets do very well in their inaugural years.

Climate Control

03/26/2009
Ambitious cap-and-trade legislation won't get through Congress easily. That's good news for the economy.

Bad News Banks

02/20/2009
Political rhetoric continues to focus on banks—this time touching on the idea of nationalization.

A Calculator, and Bananas

02/19/2009
The 3.5 million jobs promised by the stimulus package is based on fuzzy math, but it doesn't matter much for investors.

Orange-Hued Sticks?

02/03/2009
Government capital infusions to help banks lend appear to be sticks disguised as carrots.

Strings Attached

01/22/2009
TARP's strings are tightening around the banking sector.

Don’t Count On It

01/21/2009
President Obama's first term may be less revolutionary than expected—and for markets, the less change, the better.

The Usual Suspects

12/04/2008
President-elect Obama's economic Cabinet picks are experienced economic and political veterans—the usual suspects.

Down to One

11/05/2008
The US elected a new president Tuesday night, removing one key uncertainty.

Looking Forward to the Back End

09/05/2008
Major indexes have declined 20% or more from their highs, indicating a bear market. With the US presidential election at hand, investors face a critical juncture.

Get Us the President

08/04/2008
With the 2008 presidential election in full swing, taxes are a hot topic. What impact might tax policy changes have on markets?

Not So Green Acres

05/16/2008
The 2008 farm bill passed the House and Senate. That's okay, because it amounts to little more than election year pandering.

New Rules for the Street?

04/01/2008
Treasury Secretary Henry Paulson announced an "overhaul” plan for U.S. financial markets. But the plan, if it survives, will likely look very different.

Goldilocks Government

03/28/2008
A "Goldilocks” government solution—just the right amount of government intervention and regulation—in economic markets is merely a fairytale.

Trial by Fire

03/14/2008
Treasury Secretary Paulson's new policy recommendations intended to strengthen financial markets could prove to be more bane than boon.

Pick Your Poison

03/04/2008
Whether you fear a Democrat or a Republican in the White House, you can rest easy. Either way, markets historically perform just fine.

Let the Market Do Its Thing

02/28/2008
Hidden in the credit crisis clamor, a little noticed development makes us smile—no sweeping legislative or regulatory change has taken root.

Political Turnover

02/20/2008
Political changes are afoot. While noteworthy developments, they don't amount to a hill of beans for the global economy and financial markets.

Surveying Lending

02/06/2008
The recent Loan Officer Survey paints a dour picture on lending, but a closer look reveals far different results.

The Circle of Life

01/18/2008
Bond insurers are struggling to keep their heads above water as ratings agencies evaluate credit ratings. But new companies are entering the market and increased competition promises an improved industry over the coming years.

Did Nothing

12/21/2007
2007 was a year of political rhetoric in the US where virtually nothing got done.

MarketMinder’s Letter to Santa

12/10/2007
As 2007 draws to a close, we consider just a few of the market conditions that could help fuel a continued global equity bull market.

Blunder Now Alliance

11/30/2007
A new proposal to aid those in mortgage default danger is bad economics and bad public policy.

Outback Ouster

11/26/2007
Australia's new leader, Kevin Rudd, talks a big game of change and reform, but when the political dust settles, expect the status quo.

Six Degrees of Tax Policy

11/19/2007
Contrary to popular opinion, a Democrat President and Congress doesn't guarantee a tax hike. Rather, it's conceivable the Democrats maintain the tax cuts for political leverage.

A Government Sponsored Bank Run?

11/09/2007
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.”

Rangel Rouser

10/25/2007
One of the most ridiculous tax bills in US history was proposed today. Good thing it has no chance of passing.

Futile Congressional Fixes

10/23/2007
Congress is at it again. Their proposed fixes for troubled subprime borrowers are unlikely to solve anything, and most likely will have unintended, negative consequences.

Hail to the Tax Cuts

10/11/2007
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.

Global Politics Update

10/08/2007
While the media focuses on the US 2008 presidential election, many forget the importance of politics on global stock returns. Today, an update and analysis on global politics.

Veto Power

10/04/2007
Politicians continue to hem and haw, but no legislation of consequence has passed in 2007—a great thing for stocks. Bush's veto of new healthcare legislation is the latest example.

Japan’s Benny Hill

09/12/2007
Fraught with scandal, gaffes, and general embarrassment, the end of Japanese Prime Minister Abe's reign was closer akin to watching Benny Hill shuffle around the stage than a dignified exit. Antics aside, this doesn't appear to be a crippling event for stock markets or the Japanese economy.

Presidential Popularity Contest

07/25/2007
How will President Bush's tanking popularity impact the stock market this year?

French Fries Redux

06/20/2007
There are two countries about to enact new laws.

Hot Fuzz

05/17/2007
Here come the Fuzz.

Morning in France?

05/07/2007
Some call him the Ronald Reagan of France; some call him the new Margaret Thatcher.

Labor's Punchline

05/02/2007
Tony Blair is set to step down as Prime Minister.

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.

Flesh Eating Solutions

03/28/2007
Giant, poisonous toads capable of killing crocodiles are bedeviling Australian farmers (as we reported yesterday).

Poison Pill Protectionists

03/19/2007
According to Investopedia, a Poison Pill is: "A strategy used by corporations to discourage a hostile takeover by another company.

Political Bracketology

03/16/2007

March Madness is in the air. Everybody's got their favorite to win the men's collegiate basketball championships, and the odds-makers in Vegas are hard at work determining the appropriate lines for each game. In honor of the NCAA tournament, we're breaking down the state of the current US Presidential race, bracket style.

A Gore-y Correction Correlation

03/05/2007

Congratulations are in order to Mr. Al Gore, inventor of the internet and former Vice President, for winning an Oscar in the "best documentary" category for his film denouncing humanity for it's carbon burning ways in "An Inconvenient Truth".

Too Much Scotch?

01/06/2007
2007 marks the 300-year anniversary of the Treaty of Union between England and Scotland.

The Boy Scout in the White House

12/28/2006
One of America's shortest running presidents was also its longest lived.

Low-Impact Tragedy

12/15/2006
Democratic Senator Timothy P.

Surf's Up

12/14/2006
You may be tempted to view the recent elections in Latin America as further evidence of a growing red tide sweeping the region.

Little Surprise Power for the Donkeys and Elephants

11/09/2006
The media blitz is on.

Thoughts on Election Eve

11/07/2006
With the media giddily anticipating tomorrow's mid-term elections, headlines are dominated by breathless commentaries, wild predictions, and 11th hour campaigning.

School's Out for the Congressmen!

10/12/2006
Throw your pencils and notebooks in the air! The 109th Congress is out for the year and they've all gone home.

Get Some Sleep on November 7th

10/07/2006
While pundits, the press, and pollsters pine away for results of the US mid-term elections deep into the night on November 7th, we'll be tucked in for a long autumn slumber.

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