Jeffrey Kleintop
Jeffrey Kleintop, CFA, is Managing Director and the Chief Global Investment Strategist at Charles Schwab. He is responsible for analyzing and discussing international markets, trends, and events to help U.S. investors understand their significance and financial implications.
International
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Business sentiment shows continuing decline; earnings estimates reflect robust growth. Can we expect more optimism post-election, despite policy uncertainties?
Stocks
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Market Outlook
International markets are expected to clear the hurdles of uncertain trade policy, tighter fiscal policy and slower than average economic growth to support solid overall returns.
International
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Tighter fiscal policy in Europe and China may hinder the economic response to easing monetary policy, with a resulting shift in investors' focus.
International
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Should China deliver sufficient stimulus to break the cycle of tightening fiscal policy, we may find China, and emerging markets, investable again.
International
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Policy, more likely to be dictated by economic circumstances, may not resemble generous populist proposals, which could limit their impact on stock markets.
International
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Given the backdrop of monetary policy stimulus, the global economy is poised for growth and international stocks for continued leadership.
International
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Having been warned about the risk, investors now ask if the yen carry trade unwind is complete. Here's how far it might still go.
International
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Potential for another trade war fueled by a rise in global protectionist policies has investors revisiting the potential impact on stocks, inflation, and economic growth.
International
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Discover what surprised markets in the second quarter of 2024 and understand the potential drivers of volatility for the third quarter.
International
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Owning only the U.S. stock market likely means being overweight Tech. But Tech stocks don't always outperform. Investors may want to look outside the U.S. to be diversified.
International
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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.
International
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The two largest emerging markets have taken very different paths, echoing the divergence in the economic and demographic landscape for these two countries.