The Global View

Around the World in Lots of Data

08/25/2016

Little-noticed developing economies are contributing nicely to global growth.

Getting Sentimental About Negative Rates

06/20/2016

Negative bond yields show investors remain fearful, a sign the bull market is far from over.

About That ‘Brexit’ Pounding

02/05/2016

Making sense of doom-and-gloom Brexit warnings.

Some Friendly Facts on Wednesday’s Wild Ride

01/20/2016

Beware the sensationalist coverage of foreign indexes—it should come with some asterisks for global investors using their home currencies.

A Dose of (Mostly) Growthy Data

01/20/2016

Most recent economic data run counter to widespread global recession fears.

Around the World in Five Stories

12/31/2015

As 2015 wraps up, here are some interesting stories that caught our attention.

3 Reasons the Dollar’s Reserve Currency Status Shouldn’t Worry You—in Charts!

04/17/2015

Let’s reassess longstanding fears the dollar will lose its status as the world’s primary reserve currency.

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?

It’s a Big World After All

01/13/2015

US stocks have been hot lately, but a global portfolio remains vital.  

Thankful the World Over

11/27/2014

There is much to be thankful for, not just in the US, but globally too.  

The Unnecessary $2 Trillion Global Stimulus Economic Benefit Concert

11/21/2014

The G-20’s vague, unlikely-to-materialize stimulus plan is nice sounding, yet unnecessary.

Is the World Turning Japanese?

11/19/2014

Many really think so, but reality suggests otherwise.

Argentina Defaults. World Still Turns.

07/31/2014

Global markets and Argentina had a bad day Thursday, but this coincidence doesn’t mean Argentina’s default is a significant global market risk.

A Dose of Data for the New Year

01/15/2014

Though 2014 has gotten off to a bumpy start, plenty of global economic data suggest the bull is on firm fundamental footing. 

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.

Germany Takes the OMT to Court

06/11/2013

Germany’s highest court will hear testimony about whether the ECB’s bailout programs are unconstitutional, but in our view, it’s more a political gesture than anything else.

Abe Releases the Third Arrow

06/06/2013

Japanese Prime Minister Shinzo Abe released the “third arrow” from his “Abenomics” quiver on Wednesday, but a lack of details likely leaves investors questioning just how far the arrow will go.

Brussels Gets a Slap on the Wrist from … Brussels

05/30/2013

While several EU nations got some deficit wiggle room, Belgium got a slap on the wrist—but overall, the EU’s latest display of flexibility should further assuage eurozone jitters.

We’re (Not) All Turning Japanese

05/24/2013

Japanese stocks swooned Thursday, highlighting what’s been, in our view, mostly an unsustainable, sentiment-driven rally in the country’s markets. For long-term, goal-oriented investors, we believe there are better opportunities outside the land of the rising sun right now.

Lessons from Bangladesh

05/20/2013

What’s the best way to prevent another catastrophic factory collapse?

The UK’s Imaginary Growth Problem

04/30/2013

If you’ve heard UK demand is forever tapped out, don’t believe it.

Kim Jong Un—Warlord or Economic Reformer?

04/04/2013

While we can’t know for sure why Kim Jong Un is talking tougher, evidence strongly suggests he’s building political cover for economic reforms.

A Historical Perspective of Cyprus’s Banking Sector

04/01/2013

Once again, some eurozone officials seem set on forcing a member-state to surrender its competitive advantages.

Don’t Fret German Austerity

03/19/2013

Germany’s deficit reduction plans are getting some backlash, but more German spending likely isn’t the solution to the eurozone’s troubles.

Reconsidering Bailout Strategies

03/11/2013

Bank of England Governor Mervyn King’s proposal for RBS is a non-starter—and about four and a half years too late. 

Inside the UK’s Latest Banking Plan

02/27/2013

The UK announced another new plan to kick-start bank lending. Will it work?

The Week Ahead: Feb. 24 - Mar. 3, 2013

02/22/2013

Economic data releases next week swell on account of the short month. Regional US activity indexes, revised US Q4 GDP, China’s manufacturing PMI surveys and a eurozone inflation and unemployment statistics round out the week’s reports.

The Week Ahead: Feb. 17-23, 2013

02/15/2013

A host of central banks’ meeting minutes, the first indicators of February manufacturing, January trade balances and important decisions in Cyprus and Poland likely dominate the US holiday shortened week.

The EU’s Transaction Tax Follies

02/15/2013

The EU’s new Financial Transactions Tax is a beast, but will it see the light of day?

The Week Ahead: Feb. 3-9, 2013

02/01/2013

Next week brings the first January reports, including inflation data, manufacturing, trade balances and retail sales. Policy decisions from the central banks in Australia, the eurozone and the UK are also expected, although few expect material changes from currently accommodative policies.

On David Cameron’s Vision for Europe

01/29/2013

In a landmark speech, UK Prime Minister David Cameron drew a blueprint for nations that like the EU’s single market but not its bureaucracy.

The Week Ahead: Jan. 13-19, 2013

01/11/2013

Chinese economic growth and the first foray of December and Q4 economic figures are set for next week’s reports.

The Week Ahead: Jan. 6-12, 2013

01/04/2013

Chinese new yuan loans, US crop yields and a number reports on trade and industrial production globally are due in the week ahead.

The Week Ahead: Dec. 23-29, 2012

12/21/2012

Key US and Japanese economic data will be released later in the week, however most economic and political news should be light during the holiday shortened week.

The Week Ahead: Dec. 16-22, 2012

12/14/2012

Japanese parliamentary elections, South Korean presidential elections and a grab-bag of US economic news are on tap next week.

The Week Ahead: Dec. 9-15, 2012

12/07/2012

A number of US economic reports, Federal Reserve and European Council meetings are scheduled for next week.

The Tempest in Westminster

12/03/2012

What does the UK government’s in-fighting over press regulation mean for UK markets?

The Week Ahead: Dec. 2-8, 2012

11/30/2012

Global manufacturing data, US employment reports, central bank monetary policy announcements and continuing congressional fiscal cliff talks are all scheduled for the first week of December.

The Week Ahead: Nov. 25 - Dec. 01, 2012

11/23/2012

US economic data, a potential agreement on the next tranche of Greek aid and a regional election in Spain likely close out November.

The Week Ahead: Nov. 19-23, 2012

11/16/2012

A rash of US data, European Union meetings and some Chinese economic indicators likely round out the holiday-shortened week.

The Week Ahead: Nov. 11-17, 2012

11/09/2012

Fiscal cliff rhetoric and Japanese and eurozone economic data are likely headline grabbers in the week ahead.

The Week Ahead: Nov. 4-10, 2012

11/02/2012

A rash of European economic news, US elections and a Chinese leadership transition should dominate headline events next week.

The Week Ahead: Oct. 28 - Nov. 03, 2012

10/26/2012

November brings with it a spate of new economic data, but it’s important to look to the longer term trends at work.

The Week Ahead: Oct. 21-27, 2012

10/19/2012

Spanish regional elections, initial Q3 economic readings and the start of the US presidential elections mark the week ahead.

Europe’s Great Policy Mistake

10/19/2012

European tax hikes amount to repetition of a decades old error, potentially stirring unrest and extremism.

The Week Ahead: Oct. 14-20, 2012

10/12/2012

A brief look at economic data and geopolitical events in the week ahead and MarketMinder’s view.

The Week Ahead: Oct. 7-13, 2012

10/05/2012

A brief look at economic data and geopolitical events in the week ahead and MarketMinder’s view.

No One Expects the Spanish Inquisition

10/01/2012

EU leaders may argue over whether Spain should request a bailout, but markets are the ultimate arbiter.

The Week Ahead: Sept. 30 - Oct. 6, 2012

09/28/2012

A brief look at economic data and geopolitical events in the week ahead and MarketMinder’s view.

The Week Ahead: Sept. 23-29, 2012

09/21/2012

A brief look at economic data and geopolitical events in the week ahead and MarketMinder’s view.

Greece’s North Korean Solution

09/17/2012

Greece has finally found a sensible way to fix its economy—so why do some in Brussels object? 

The Week Ahead: Sept. 16-22, 2012

09/14/2012

A brief look at economic data and geopolitical events in the week ahead and MarketMinder’s view.

The Week Ahead: Sept. 9-15, 2012

09/07/2012

A brief look at economic data and geopolitical events in the week ahead and MarketMinder’s view.

A Spot of Monetary Trickery

06/18/2012

The British government announced a new plan to boost bank lending and economic growth. Will it work?

Infernal Affairs

04/19/2012

An in-depth look at China’s political infighting.

Éirinn go Brách!

03/01/2012

What to make of the pending Irish referendum on the EU’s new fiscal compact?

The Harm in Harmony

01/24/2012

France and Germany claim they have a plan to fix the eurozone. Will it work?

In Defense of Britain

12/15/2011

 An open letter to EU officials.  

Taxing Chickens (and Trucks)

11/07/2011

Free trade agreements have gained attention worldwide of late. Though the United States has made recent headway in embracing freer trade, it still lags woefully behind.

Debating the Yuan

10/03/2011

The Senate began its annual exercise debating US-China trade policy Monday.

Ghosts of Panics Past

05/13/2010
If you're worried a collapse of China's real estate market will fuel the next global catastrophe, you're barking up the wrong tree.

Comparing Contagions

05/07/2010
Should investors find solace in comparisons between Europe today and the Asian financial crisis?

The EU Fights for Your Rights (to Party)

04/22/2010
Fears our nation is heading for socialism are overwrought. The EU is a different story.

Curse the Dark or Light a Candle?

04/01/2010
Could Germany use credit default swaps to ease Greece's debt woes?

Keeping a Stiff Upper Lip

03/11/2010
If you're considering directly investing in the UK stock market, now may be a good time to exercise that most British of characteristics—reserve.

We're Number Eight!

02/08/2010
If being "number one” were a vital investing concern, we'd all invest in Luxembourg and call it a day.

Just a Bill on Capitol Hill

11/16/2009
If only life were as simple as Schoolhouse Rock.

Confounding Currency Myths

09/17/2009
There's no shortage of opinions about the most important factors to consider when investing. I can't tell you if any foretell outsized returns, but I do know global investors of every ilk should keep an eye on one common factor: Currency exchange rates.

Transparency Is the New Black

01/13/2009
What do Members Only jackets, jazzercise leg warmers, acid wash jeans, and collateralized debt obligations have in common? They've fallen out of style in a big way.

Bernanke and the Bandit

02/26/2008
A Burt Reynolds film classic and the Fed? They've got more in common than you might think.

In the Zone

12/06/2007
Special Economic Zones are all the rage in the Emerging Markets. But do they help or hinder global economic development?

Basel II: The Rise of Risk Assessment

09/21/2007
While it's true most movie sequels flop at the box office, Basel II, the international banking standard follow-up, will have a better fate.

Let Free Trade Take its Course

08/08/2007
MarketMinder is excited to present this week's guest columnist, Brendan Erne: For years, technology products have been a shining example of the power of free trade and globalization. Today new tariffs and protectionist measures are threatening that trend.

Let Free Trade Take Its Course

08/01/2007
For years, technology products have been a shining example of the power of free trade and globalization. Today new tariffs and protectionist measures are threatening that trend.

The Paparazzi Economy

07/20/2007
We Americans rightfully take a great deal of pride in our economic prowess, so it's understandable to feel a ping of jealousy reading the US's role in the global economy has diminished.

Always and Everywhere

04/24/2007
Open the business section of any newspaper and you'll undoubtedly find a headline about inflation.

Growing Pains

01/24/2007
2006 was quite a year.

Pray for Higher Prices

12/05/2006
So far, central banks around the world are doing an admirable job of keeping global inflation in check without choking off economic growth.

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