International

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

The New Magnificent Seven?

We explore drivers that may contribute to continued outperformance of European stocks since the bull market began in October 2022.

Will the United States Dollar Be Dethroned?

Could the U.S. dollar lose its place as the world's reserve currency? Despite a long-term trend toward currency diversification, we don't see the dollar losing dominance anytime soon.

What's Ahead for China in 2025?

Economic data and policies out of China are typically delayed until mid-March. Stock volatility may be prevalent until initiatives are clarified after the Lunar New Year.

Top Five Surprises for 2025

Surprises most often are hiding in plain sight. Being aware and prepared with a plan for the unexpected are keys to achieving goals.

2025 Market Outlook: U.S. Stocks & Economy & Global Markets

As we approach 2025, what can investors expect from U.S. stocks and the global markets in the new year?

Something's Gotta Give

Business sentiment shows continuing decline; earnings estimates reflect robust growth. Can we expect more optimism post-election, despite policy uncertainties?

Pivot to Fiscal Policy

Tighter fiscal policy in Europe and China may hinder the economic response to easing monetary policy, with a resulting shift in investors' focus.

Is China Investable Again?

Should China deliver sufficient stimulus to break the cycle of tightening fiscal policy, we may find China, and emerging markets, investable again.

2024 Elections: Big Bark, Little Bite

Policy, more likely to be dictated by economic circumstances, may not resemble generous populist proposals, which could limit their impact on stock markets.

Rate Cuts Support a Brighter 2025

Given the backdrop of monetary policy stimulus, the global economy is poised for growth and international stocks for continued leadership.