Markets and Economy
Reversals of fortune emerge in elections and economies
France and the United Kingdom see a change in political direction in recent elections. What could that mean for investors?
July 9, 2024
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Markets and economy
Fresh perspectives on economic trends and events impacting the global markets.
Markets and Economy
What does France’s election mean for markets?
The second half got off to a fast start as markets absorbed some important data for the Federal Reserve and the first round of legislative elections in France.
July 2, 2024
Markets and Economy
Mixed economic data raises questions in US and around the world
As data reports deliver mixed messages on the US economy and the US deficit rises, signs across the globe show diverging central banks and the potential for rising prices.
June 25, 2024
Markets and Economy
As global economies diverge, where are the investment opportunities?
Central banks are on different timelines for rate cuts, political uncertainty is leading to divergence within Europe, and emerging market elections have shown different preferences among voters.
June 21, 2024
Markets and Economy
2024 Midyear Investment Outlook: Anticipating rate cuts
Our midyear outlook focuses on the path of inflation and how global central bankers are weighing the balance of risks as they begin to cut interest rates.
June 11, 2024
Markets and Economy
Central banks meet in June, but when will rate cuts begin?
I expect Europe and perhaps Canada to begin interest rate cuts at their June central bank meetings, with the US, UK, and Australia to follow later in the year.
May 29, 2024
Markets and Economy
Don’t sell in May and go away: Why stocks have room to run
The Dow Jones and other stock indexes recently hit record highs, and there are many reasons to suggest stocks may move even higher.
May 21, 2024
Markets and Economy
Sweden’s rate cut heightens anticipation for the ECB and Fed
Good news about Sweden’s rate cut and positive economic signs in Europe and China was tempered by Red Sea shipping disruptions and pressure on US lower-income consumers.
May 15, 2024
Markets and Economy
A cooler US jobs report gives hope for a Fed rate cut
Is the US economy softening or heading for a substantial slowdown? We discuss the latest jobs report and what copper prices are telling us about global growth.
May 7, 2024
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