International

Stay up to date on commentary related specifically to international markets.

Midyear Outlook: Equities, International & Washington

What can investors expect from the U.S. stock market, the global markets, and the policy landscape in D.C. in the second half of 2024?

The Recession Has Ended

Europe's mild recession is over, with growth expected to continue. Valuations for eurozone stocks remain attractive, offering the potential for further price appreciation.

Declaring Independence From the U.S.

Dollar strength resulting from central banks' independent policies on rate cuts is unlikely to be tampered by China's deflation or geopolitics.

Earnings Season May Bring Changes

Earnings growth, a driver of long-term stock market performance, seems to be expanding beyond a handful of U.S. equities, supporting more broad-based market performance.

What Could Turn China Around?

Changes in China's economic policy tend not be communicated prior to implementation. What can we expect from China's stock market in response to any shifts?

2024 Elections: What Are the Trade Risks?

Global elections may lean towards nationalist policies that could hinder trade in goods via tariffs, but also boost growth in domestic industries to counter inflationary effects.

Is India's Economy on the Rise?

India's prospects are bright, but the country faces significant headwinds. Here's what to know as an investor.

Japan's Long Comeback

The second-largest stock market has captured the interest of investors, supported by stronger, more broad-based earnings, and incentivized by Japan's fiscal and monetary policies.

Simple Indicators in a Complicated World

Market folklore provides an easy, but inaccurate guide for investing in today's interconnected and complex market. Indicators based on economic or market behavior may be preferred.

Count Down to Rate Cuts (and Hikes)

Market expectations have established a high bar for central banks' rate cuts. Any disappointment like stronger inflation or economic growth could spark market volatility.