International
Stay up to date on commentary related specifically to international markets.
International content
German officials announced a massive stimulus program in early 2025. The results have been underwhelming so far, but we believe the economic boost to Germany and Europe is still coming.
Earnings growth and attractive valuations for Japanese companies, reforms to corporate governance, and other shifts in the Japanese economy may create opportunities for investors.
The stock and bond markets are taking the government shutdown—and lack of data releases—in stride, but how long the calm might last is an open question.
Commentary
Why hasn't the broader global economy felt the full effect of tariffs on imports?
Chinese equities have surged amid investor optimism about AI innovation and certain government initiatives, despite a slowdown in China's economy.
Progress on reducing fiscal deficits has stalled in some large economies around the world. Should investors be worried?
International stocks have outperformed the broad U.S. stock market so far this year. If the U.S. dollar continues to weaken, it could boost international returns even more.
While growth may slow in the near term, Europe's longer-term outlook appears to be improving.
Stocks are near record highs despite rising U.S. tariffs. Why have markets seemed to shrug off tariffs lately, and will it last?