International
Stay up to date on commentary related specifically to international markets.
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.
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.
Q2 Surprises and What Could Surprise in Q3
Discover what surprised markets in the second quarter of 2024 and understand the potential drivers of volatility for the third quarter.
Election Risk Returns
A top risk for investors, elections may see a shift from centrist to more populist policy that could slow exports, raise inflation, and increase volatility in the global markets.
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.