Category: Global Markets

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...

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.

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.

September 30, 2020

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

June 30, 2020

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

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...

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.

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.

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...

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...

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...

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...

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...

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...

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...

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...

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....

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...

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...

September 30, 2016

In 2015 world Gross Domestic Product (GDP – the estimated value of all goods and services produced during the year) was $74.7 trillion. For a frame of reference, U.S. GDP...