Commentary
September 1, 2010
U.S., Japan and the Global Perspective
Commentary | Institutional Balanced
The global economic growth perspective as well as the inflation outlook over the next few years is constructive for additional earnings growth and equity gains. Emerging market economies should have the lion’s share of the gains...
Commentary
August 3, 2010
Trends - What to Expect
Commentary | Institutional Balanced
The global economy continues the long wave uptrend which likely started about the time WWII ended. Equity markets follow a similar pattern. Economic growth and increases in equity prices are a common element of this secular uptrend. The Econoclast examines trends and implications for the economy and the markets.
Commentary
March 16, 2010
Global System Undergoing Profound Change
Commentary | Wealth Management
The global system is undergoing profound change. Three powers — Germany, Iran and China — face challenges forcing them to refashion the way they interact with their regions and the world. STRATFOR analyst Peter Zeihan will examine these three states over the next few weeks. He examines Germany first.
Commentary
December 31, 2009
The Power of Zero Interest Rates
Commentary | Wealth Management
For the first time in 70 years, Treasury bills are paying either zero or near-zero interest. With the economic recovery still in its early stages and inflation well-contained, central bankers are not likely to retreat from their current low interest rate policy anytime soon.
Commentary
September 30, 2009
Recovery Taking Hold
Commentary | Wealth Management
Boosted by strong growth in China, a global economic recovery is clearly taking hold. Although different regions demonstrate different growth profiles and economic strengths, around the world, business cycles and economic indicators are converging strongly on the side of recovery.
Commentary
June 30, 2009
A Stronger Quarter, But Recovery Remains Fragile
Commentary | Wealth Management
Efforts to restore the global economy to health are starting to take hold, but the recovery remains fragile. The bottom line is that the ‘patient’ has survived but is now suffering the side effects of the powerful ‘medicine’ of government intervention and will take some to fully recover...
Commentary
March 31, 2009
Economy Finds a Bottom
Commentary | Wealth Management
The worst of the economic recession is behind us. The odds have increased that the U.S. will not slip into a depression and that China’s economic growth will not fall apart.
Commentary
December 31, 2008
Opportunities in These Uncertain Times
Commentary | Institutional Balanced
The world-wide recession, volatile stock markets and ongoing financial crisis have created a great deal of uncertainty for investors. The global economy as a whole is going through deep changes. Although it’s a ‘new world’, time-tested investment rules still apply and there are opportunities.
Commentary
September 30, 2008
Irrational Fear
Commentary | Wealth Management
Coordinated world-wide action by political and financial leaders to shore up banks against a global tide of fear and panic means that policy solutions are finally catching up to financial and economic developments.
Commentary
July 1, 2008
All About Oil
Commentary | Wealth Management
It is not an exaggeration to say that oil still rules the world. Surging crude oil prices represent the biggest challenge for financial markets, the world economy and central banks in the months ahead. So long as oil prices keep rising, the risks of recession will grow.