International
Stay up to date on commentary related specifically to international markets.
International content
Surprises most often are hiding in plain sight. Being aware and prepared with a plan for the unexpected are keys to achieving goals.
We expect gears to shift as potential policy changes under the Trump administration add to uncertainty about inflation and the global economy.
On Investing
As we approach 2025, what can investors expect from U.S. stocks and the global markets in the new year?
Commentary
Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.
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.
Market reactions to a potential trade war may be less extreme than anticipated by investors, although volatility is likely during trade negotiations.
Business sentiment shows continuing decline; earnings estimates reflect robust growth. Can we expect more optimism post-election, despite policy uncertainties?
Tighter fiscal policy in Europe and China may hinder the economic response to easing monetary policy, with a resulting shift in investors' focus.
Market Commentary
Should China deliver sufficient stimulus to break the cycle of tightening fiscal policy, we may find China, and emerging markets, investable again.