International
Stay up to date on commentary related specifically to international markets.
International content
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.
Market Commentary
How will the U.S. dollar respond to Federal Reserve rate cuts? The factors that have supported a strong dollar for years remain largely intact.
Market Commentary
Policy, more likely to be dictated by economic circumstances, may not resemble generous populist proposals, which could limit their impact on stock markets.
Market Commentary
Given the backdrop of monetary policy stimulus, the global economy is poised for growth and international stocks for continued leadership.
Market Commentary
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.
Market Commentary
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.
Market Commentary
Discover what surprised markets in the second quarter of 2024 and understand the potential drivers of volatility for the third quarter.
Market Commentary
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.