Summer Outlook for U.S. and Global Markets

Let’s start with a review of U.S. and global economic, trade, finance, and banking outlooks. • The U.S.: Bullish economics, very strong.  Trade negotiations not a lasting problem. • Europe:  Neutral.  Avoid. • Asia:  Growth companies are attractive.  The U.S. dollar is strong; this is neutral for Asian commodity exporters.  If and when the Read more…

The Global Reform Wave Rolls On

The Global Reform Wave Rolls On:  Former Leaders Jailed in Brazil and South Korea Almost two years ago, we wrote about the rise of populist and anti-corruption movements around the world, and told you that we believed these movements would expand, intensify, and disrupt global politics and economics, possibly for decades.  Read more…

Riding the Vietnamese Tiger

We’ve been expressing our positive view about Vietnam as a favored investment destination in emerging markets since last June.  Since then, the Ho Chi Minh Index has appreciated more than 50% in U.S. dollar terms. Source:  Bloomberg Stock market rallies require a combination of economic and financial fundamentals followed by Read more…

Febuary 09, 2017

Market Summary We are bullish on the U.S. but cautious in most other markets. At any time, a correction may begin in the U.S. market as political battles slow down the agenda of tax cuts and deregulation proposed by the new administration. As mentioned above, any failure to have tax Read more…

January 02, 2014

Our Outlook for 2014 in Brief North America U.S.: As we have been saying, the economy in the U.S. will grow in 2014 by a surprising amount. Corporate spending is rising and employment will follow. We anticipate U.S. GDP growth real growth of 3.5 percent and inflation of 1.2 percent, for total Read more…