Market Views - International

2017 Outlook: What's ahead for emerging markets? 
Dec. 20, 2016 :: Leonardo Vila
Unlike the past, rising U.S. rates don't necessarily portend tough times for emerging markets.
Market Memo: It's about infrastructure (and we're not talking U.S.) 
Dec. 1, 2016 :: Audrey H Kaplan
Southeast Asian countries are ramping up transportation and related investments to accommodate growth and increased trade.
Market Memo: Don't count out EM 
Dec. 1, 2016 :: Ihab Salib
We think the doom and gloom about emerging markets is overdone.
Energy Watch: Oil's new paradigm 
Oct. 26, 2016 :: Ihab Salib
We can no longer look to oil as the primary indicator of the condition of the global economy and risk assets.
In Short: The potential perils of the pound's fall 
Oct. 10, 2016 :: John Sidawi
The pound sell-off, which quickened last week with new Brexit news, has implications beyond speculation.
What's next for international markets post Brexit? 
Aug. 4, 2016 :: Audrey H Kaplan
A look at the challenges and opportunities for investors now that the U.K. has left the EU.
Market Memo: Eurosceptics ruled the day 
Jun. 24, 2016 :: Audrey H Kaplan
Could Brexit lead to a minor recession in the U.K.?
In Short: Global developed bonds in wait-and-see mode 
Jun. 6, 2016 :: John Sidawi
Don't expect much change until after the upcoming Brexit vote and the FOMC meeting.
In Short: Brexit clouds mask an improving Europe story 
May 5, 2016 :: Audrey H Kaplan
All the focus on whether the UK will stay in the EU is diverting attention from the continent's improving economy.