International
Stay up to date on commentary related specifically to international markets.
Japan: Reclaiming Lost Decades
Japanese stocks may help boost performance of international markets although the unique nature of Japan's economic and business structure could pose some risks.
Why Investors Should Worry Less About China's Recovery
Though recent data suggests China's re-opening growth has slowed, it's likely temporary. As China's recovery continues, it may have implications for U.S. inflation and rates.
Debt Problem More Than Just a Ceiling
Although few nations have a debt ceiling similar to the U.S.', rising government debt levels are a widespread global risk that may lead to lower economic output and weaker growth.
Shortages to Gluts: Labor Market
Shifts in the labor market due to monetary policy tightening would see lagged effects that may not aid central banks' efforts to materially affect core inflation by year's end.
China: Strong Economy, Weak Stocks
China’s domestically driven economic growth has not yet translated to Emerging Market stock performance, which has tended to have been weighed down by international political tensions.
Revisiting Short-Duration Stocks
Although central banks may be near the end of the rate hike cycle, short-duration stocks may still be an attractive investment theme should interest rates remain at higher levels.
Will the U.S. Dollar Be Dethroned?
There has been a long-term trend toward currency diversification in global financial transactions and trade, but we don't see the U.S. dollar losing its dominance any time soon.
European Bank Stress Fallout
So far the fallout from the bank turmoil has been modest, but with credit conditions likely to tighten, signs of recovery in the global economy could be impacted.
Waves of Inflation
Although inflation may be receding, intermittent waves of price increases may cause investor uncertainty about the direction of economic growth and central banks' policy response.
Are You Focusing on the Wrong Central Bank?
While investor attention is on the Fed, changes at the Bank of Japan might bring shifts to the economic environment, impacting the global markets.