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Global Investing
2579 posts
Global Macro Insights: September 2025
Politically influenced actions, mostly out of the United States, continued their influence on global economies and markets during September. Get an overview of the impacts and related investment implications from Templeton Global Macro.
Prepare, Donât Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that wonât come down anytime soon, and the growing correlation between stocks and bonds...
From Rust to Rocket Fuel: ArcelorMittalâs 10-Year Breakout Signals a Global Steel Revival
by SIACharts.com Shares of ArcelorMittal SA ADR (MT) have been marching higher, with performance now standing at 13.73%…
Q4 2025 Outlook â Happy Markets
by Craig Basinger, Derek Benedet, & Brett Gustafson, Purpose Investments At the three-quarter mark, how could we sum…
The Delayed Impact of Tariffs
Why hasn't the broader global economy felt the full effect of tariffs on imports?
Speculative? Yes. Explosive? Also Yes. The Surprising Power Move in Canaan (CAN)
by SIACharts.com Note to Readers: While this report on Canaan Inc. (CAN) showcases the strength of the SIACharts…
Perfect Porridge
by Craig Basinger, Derek Benedet, & Brett Gustafson, Purpose Investments We would never support criminality, even if it…
Markets on the Front Foot: Are Expectations Outpacing Reality?
Investor enthusiasm builds, but conflicting forecasts and fragile labor data suggest the rally may be premature.
ASML Rockets Toward $1,000: Can the Chip Giant Smash Resistance?
by SIACharts.com SIA Chartsâ relative strength rankings help investors identify opportunities in stocks which are outperforming their peers…
UBS Breaks Out: Swiss Giant Smashes 2-Year Ceiling, Next Stop $48?
by SIACharts.com In yesterday's report, we broke down the Switzerland stock market into its major components and ran…
Is the Chinese Stock Market Rally Sustainable?
by Michelle Gibley, CFA, Director of International Research, Schwab Center for Financial Research Chinese equities have surged amid investor…
Switzerlandâs Secret Weapon: Why This Tiny Market Punches Above Its Weight
by SIACharts.com The Swiss stock market is one of Europeâs most stable and globally recognized markets, known for…
China Tries To Curb Competition Excess capacity leads to excessive competition.
by Carl Tannebaum, Chief Economist, Northern Trust Excess capacity leads to excessive competition. I learned a new English…
Guess whoâs beating the Magnificent 7?
by Samir Parekh, Equity Portfolio Manager, Capital Group If you were hunting for a group of stocks to…
The Intersection of Political Uncertainty and Global Debt Markets
LPL Research examines political shifts and fiscal concerns in Japan, France, the U.K., and the U.S. and its impact on bond yields.
Bulls vs. Bears: How BMO GAM Weighs Opposing Signals
As summer gives way to fall, uncertainty is once again the main theme investors canât ignore. Trade fights,…
