Category: Global Economy

If investors expect the Fed to stop raising rates because growth is slowing, the markets will react. In that environment, I’d take aim at emerging markets.

The narrative is the main idea that guides how we think about the markets. And how we think about the markets is equal to how we invest.

While tariffs are being tossed around like chips in diplomatic talks, businesses and people are facing real consequences.

President Donald Trump has recently touted the fact the United States is collecting billions in revenue from his tariffs. But he is only partially correct.

U.S. President Donald Trump will talk trade with Chinese President Xi Jinping on November 30. Trump has been optimistic. But will China come to the table?

Chinese online retailers rake in billions as consumers splurge to snap up once-a-year deals on must-have goodies. But Alibaba tops them all.

This stealth bull market could reap you hundreds, possibly even thousands of percent in gains — especially if you get in before Wall Street does.

Saudi’s problems didn’t start with the the Khashoggi killing. That only adds to a long list of authoritarian tendencies undermining potential investors.

Oil is going to $100. Bank on it. I know I’ve harped on alternative energy as the way of the future numerous times in the past. That’s still true. Alternative fuel cars are still going to dominate the roadways, even electric cars — Elon Musk’s run in with the U.S. Securities and Exchange Commission won’t […]

It was November 2016. My colleagues and I convened to discuss our biggest and best ideas for the various markets in the years ahead. One of my ideas was “peak demand.” I believed  we could approach a point in a few years when global oil demand growth slows down. The world will not stop using […]

The stock of this beaten-down Chinese company won’t remain at its current low levels regardless of what happens with the trade wars.

Turkey is the summer’s crisis. Analysts are warning of dire global consequences. But Turkey isn’t a big problem. It will even boost the U.S. stock market.

Large companies, fearing a trade war, are moving products around the world before tariffs increase. This has important implications for the stock market.

Both the U.S. and China are entering this showdown from positions of strength. That’s why it’s almost certain the trade war will go further than you think.

The trade war between the United States and China might have rattled traders, but there are still ample opportunities to be found selling to China’s billions of middle-class citizens.

This chart shows that market action points to a rally in Mexican stocks, and the catalyst could be the new populist president, Andrés Manuel López Obrador.

The market is starting to sniff the negative potential outcome of a trade war. And institutions are starting to hedge their risk of a market sell-off.

Some stocks are going to get hit hard because of President Donald Trump’s trade war threats against China. Some of these are among the most popular stocks.

Investors fear that soy prices will suffer from a possible trade war with China. Yet, there is reason to be bullish about the world’s most popular bean.

Also on the horizon: a global interest-rate war!

As Italians voted over the weekend, polls highlighted how divided the country was. But Italy’s problems extend beyond the country’s political parties.

I’m going to show you two charts. You can decide what to do. If you choose wrongly, a year from now, you’re going to want to punch yourself in the face.

The push to power China with natural gas cut pollution levels in half. However, high demand for natural gas this winter caused massive shortages.

Tariffs give a country time to develop a capability or to protect a critical industry. However, China showed there could be a better way to fight a trade war.

The U.S. now has more than 550 megawatts of “virtual power plants” hooked up. And the next country ready to join the energy storage parade may surprise you.

Today we are reminded of an old story about taxpayers seeking haven. It comes from Saint Luke the Apostle, with a wish for a very Merry Christmas from all of us at The Sovereign Society.

I have a proposal for Tesla CEO Elon Musk: Sell Tesla’s money-losing automotive operations and focus the company where the real profit bonanza is.

Investors devote countless hours searching for stock market indicators. However, they rarely consider one of the most important long-term indicators.

It has been almost impossible for investors to make money in Japan. But stocks are rallying, closing at a 21-year high this week.

Several companies have been competing to serve as internet providers for the entire world. The winner, at least for now, appears to be this startup company.

Six months ago, I called investing in Europe “The Economic Cinderella Story of 2017.” Yes, it was grandiose. But it turns out that it was the right call.

When it comes to factory automation, China is way ahead of the game. In fact, the demand for robots in China is more than twice as high as any other country.

Emerging markets offer great upside potential, but they tend to experience volatility. However, there is a way to limit your downside risk.

For months now, I’ve been beating the drum on “the next China” — India. The country has an important economic tailwind pushing it in the right direction.

A problem that often gets overlooked is food waste. But now, with the ever-growing popularity of apps, many have been created to help cut back.

Value investors like cheap stocks. Momentum investors like stocks that go up. This country’s ETF offers both value and momentum right now.

In recent weeks, North Korea demonstrated new weapon capabilities. And right now, there is no way to forecast how this situation is resolved.

Back in mid-July, I recommended investors look at Brazil. And for the second quarter in a row, Brazil posted better-than-expected positive economic growth.

I’ve been bullish on European banks for a while now. But there’s still time to buy them and ride this sector even higher.

As the market begins to realize how undervalued the mining and metals industry has become, a clear standout investment has emerged.

Analysts expect this African country to recover from its first annual contraction in 25 years. More important for investors, the stock market turned bullish.

We all have a natural tendency to want to invest in our home countries. However, an investor in any number of international indexes has done much better.

Globalization brings benefits. However, globalization leads to a correlation in stock market movements. Now, there’s nowhere to hide in a bear market.

Greece is almost a synonym for unending economic crisis. But despite the problems, investors are buying Greek stocks.

The global bull market isn’t finished, but sometimes it helps to step away from where the action’s been hot and look for fresh opportunities elsewhere.

Where we are getting our energy has changed dramatically over the years, and that is creating an incredible opportunity for investors…

The $2.7 billion fine against Google is the opening shot in a soon-to-erupt antitrust war that’s going to take down some of techland’s most dominant names.

It is possible there are no problems below the surface of the European banking system. But the large bank failures are warning that all is not well.

Get ready, American manufacturers (and American investors), because a new player on the geopolitical stage — India — is coming for your business.

The rise of popular large-cap emerging market indexes has been dominated by a quartet of highly popular homegrown Chinese tech companies.

It shows you just how far Europe’s economy has come that even its sickest members are starting to revive. Can the good times continue? The data say yes.

A double top is in place in Russia. It looks a lot like the one that formed in 1998, when the crash in Russia caused a worldwide market sell-off.

With the president and House Democrats on the verge of kicking off a spending war on infrastructure, there’s plenty of money to be made.

The prospect of large-scale energy storage promises to disrupt the entire business of electricity distribution as we know it.

We spill a lot of ink in this country about the huge amounts of money that might be spent on improving our infrastructure — but we’re missing the bigger picture.

Banyan Hill has been the contrarian “voice in the wilderness” about Europe for some time now. But now the rest of the investment community is coming ‘round.

These days, when I say: “I like Brazil” … I find blank stares pretty much everywhere I go. However, I can understand the trepidation.

As you are aware, we are in the midst of the biggest stock bubble in American history. In all probability, it is the biggest stock bubble in human history.

A small group of important convenience store retailers in Japan are taking a different approach: completely cashierless stores.

Europe might seem like a poor place to invest. However, Europe’s economy is speeding up. Certainly, European stocks are already reflecting that reality…

Stocks soared after the U.S. election, but that pace of growth has slowed during 2017. So is the Trump rally over, or is there another run higher?

With more than $1 trillion in e-commerce sales projected in China this year, and more than $1.5 trillion in 2018, “massive” is an appropriate description.

Traders in the Mexican peso are now betting that the peso will strengthen against the U.S. dollar. This is their first bullish bet since late 2014.

The CAC 40 is a benchmark French stock market index. The day after Sunday’s election, the index gained 4.5%, breaking out to new highs for the year.

China is adding robots at an average pace of about 20% annually. In other words, about 650,000 new robots are expected to be installed there by 2020.

Efficient markets assume that all traders, as a group, know everything. This is good news for those worried about the situation in North Korea.

While the Federal Reserve is raising rates in response to improved economic news, traders seem to be worried about the political situation around the world.

Given the pace of advancement in recent years with robotics and AI, we are left with the question: Can too much technology be a bad thing?

What makes this trend worth watching is that it’s not limited to the United States, where higher prices alongside a reviving economy might be expected.

There’s no harm in stock market nationalism. But even if we invest 100% in the U.S., our analysis can benefit from a global perspective.

Amazon has been unable to make any significant headway in China, though, as Business Insider notes, it’s not for lack of trying.

The German public has been strongly opposed to using their tax dollars to subsidize banks in other countries. Unless that changes, the EU might not survive.

If you believe the mainstream media’s hype, you probably think the EU is in crisis mode. But even amid all this turmoil, we find steady, if fragile growth.

The euro has been called an unmitigated disaster … a currency without a country. But you’re not getting the full story, and it’s that story that means the euro is safe, for a while at least.

For those who believe it’s always darkest before the dawn, there are great long-term investments in countries that seem overwhelmed by bad news.

We know the S&P 500 has roared higher since President-elect Donald Trump’s surprising victory, but look at what’s happening in Great Britain…

Strong is good. Strong earnings. Strong sales. These paint a picture of economic growth, which is good for the country. But when it comes to the U.S. dollar in a global market … strong is a problem.

There’s a new pattern emerging that’s going to change the economic ballgame. It’s called inflation, and while it’s been absent in recent years, it’s gaining a troubling foothold in China.

Throw a rock into a pond and it takes time for the ripples to disrupt an ant pile built on the far shore. Brexit is no different.

Democracy, sovereignty and a global economy are mutually incompatible. This “political trilemma” has led nations to start acting as corporations, putting your financial stability at risk.

The European economy is supposed to be wracked by doubt and anxiety over Brexit, negative interest rates and terror attacks. So why are markets rising? Government spending, and lots of it.

Brexit wasn’t just about the U.K. leaving the EU. All of Europe was watching, waiting for the green light to start shouting for their own referendum. There is only one safe haven in this storm…

By voting to flee the European Union, the Brits shocked the world … but only because the world wasn’t paying attention. Now comes the day after Brexit, and it promises to be worse than the event itself.

As the second largest member of the PIIGS pack, Spain was much reviled. But the country has rebounded despite anti-austerity bloviating. So much for Keynesian doomsaying …

Argentina is emerging from years of corruption, lost freedoms, debt and economic fascism. American voters should take note of what happens when even a slim majority decide they have had enough and choose change.

Despite much hand-wringing in the media, the economy is turning up again. While the Fed seems out of touch with economic data, China has emerged as the only adult in the room.

Central banks around the world have thrown everything at the economy. Unconventional monetary measures, quantitative easing, near-zero interest rates and yet … here we are. The plan has failed. Welcome to Japan 2.0.

Part two of our interview with Jim Rogers reveals Jim’s take on China, the U.S. dollar and gold. Find out why Jim believes China is a scapegoat and why the dollar might have a bubble to burst before collapsing.

The strength of the dollar is causing trouble for the U.S. jobs market and for the entire global commodities market. There’s only one thing to do to end the chaos: Kill the U.S. dollar.