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Category: Global Markets

A Challenging Side Effect of COVID: Government Debt

June 30, 2021

Government debt will continue to be a long-term pandemic side effect, one that investors in international markets may endure safely if they devote increased scrutiny to deficits, tax rates, and...

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The Road to the Future Is Paved with Lithium

March 31, 2021

As the world transitions toward renewable power, the lithium extraction industry will take on increasing importance and influence, bringing considerable opportunities and risks for international investors.

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Brexit: No Big Deal

December 31, 2020

Despite the handwringing over Brexit, here's why London will remain a leading global financial center, and the U.K. will remain Europe's most innovative economy.

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World Trade: More Freedom or More Protectionism?

September 30, 2020

Despite current crises, the drive toward free world trade – and the benefits it brings to nations – seems unstoppable.

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As China Pressures Hong Kong, How Should Investors React?

June 30, 2020

China is flexing its muscle, menacing Hong Kong and stirring up geopolitical tension, with broad implications for the financial markets.

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Estimating the Pandemic’s Global Impact

March 31, 2020

Our planetary economy last suffered a synchronized recession of this potential magnitude during the Great Depression. But this time, the recession may not be as great, nor the recovery as...

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The Case for Optimism: A Global Economy Retrospective — 1999-2019

December 31, 2019

Despite the volatility and chaos of last 20 years, many people will be surprised to learn that our planet and our country are wealthier and more peaceful than at almost...

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VIDEO: The Rule of Law: The Most Overlooked Factor by International Investors

October 26, 2019

Why are there only a handful of rich nations? This video explains why the quality of a country's governance helps determine its economic development. Click "Read More" to watch.

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Do Emerging Markets Emerge?

September 30, 2019

Despite extended periods of rapid economic growth that can excite investors, history shows that shockingly few countries “emerge” into wealthy, developed economies.

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Germany’s Fiscal Austerity: An Impediment to Economic Growth

June 30, 2019

Although the eurozone has enjoyed continuously declining unemployment in recent years, both economic growth and inflation remain stubbornly low. With negative interest rates over the last five years and a...

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Another Look at China – The Social Credit System

March 31, 2019

Trust is often missing in developing countries, which China accurately recognized as an economic setback. But China's solution, the Social Credit System, overlooks concepts crucial for developing trust, such as...

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Euroscepticism Offering Deep Discounts

December 31, 2018

Euroscepticism refers to someone who opposes increasing powers of the European Union. Concessions made by the most Eurosceptic political leaders in the most indebted countries in the eurozone suggest the...

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U.S. Economic Strength Pressures Emerging Markets

September 30, 2018

The Fed raising interest rates in recent years has made the US dollar more attractive relative to riskier emerging market currencies. Despite overall weakness of developing countries’ currencies, some have...

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The Euro Will Survive (and Thrive)

June 30, 2018

The single currency pressures European Union countries to harmonize legal differences, lower trade barriers within and across countries, and improve mobility for labor and capital. The eurozone did not start...

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The Law Deficit

March 31, 2018

The capital flowing out of China and other developing countries is seeking a safe harbor. We use the capital they export to import their products, but also to inexpensively finance...

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Japan – Improving Trends in the Land of the Rising Sun

December 31, 2017

Japan’s Prime Minister, Shinzo Abe, took a political gambit by calling a snap election in October. This decision appeared to pay off in spades as his ruling coalition won a...

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Economic Strength in Germany Implies Rising Interest Rates for Us

September 30, 2017

The European Central Bank (ECB) could face a thorny problem in the coming quarters. On one hand, German economic performance is robust. On the other hand, economic fundamentals in the...

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Is MSCI Leading the World Astray?

June 30, 2017

Like the Dow Jones Industrial Average or the S&P 500 Index for American stocks, the MSCI Emerging Markets Index (EM) is the leading stock market benchmark for less developed countries....

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Foreign Stocks: From Dogs to Darlings?

March 31, 2017

Foreign stock markets are very inexpensive. A good indicator of value – particularly for international comparisons – is the Price-to-Cash-Flow (P/CF) ratio. Right now, the P/CF for the S&P 500...

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Our Economic Relationship with Mexico

December 31, 2016

President-elect Trump’s protectionist attack on Mexico appears to be more than rhetorical. He blames the North American Free Trade Agreement (NAFTA) for enabling companies to freely move manufacturing jobs to...

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