Three Global Shifts Favoring Non-U.S. Markets

Published on July 29, 2025

We believe several forces—tariffs that weigh on U.S. household income, shifts in fiscal and economic policy abroad, and evolving macroeconomic conditions—could compress growth differentials between the United States, Europe, Japan, and China.

Continue reading on website
Other news

Federal Reserve: Tension Building

July 29, 2025
The Marriner Eccles Building, home to the Federal Reserve Board, is an imposing structure that fronts the National Mall in Washington D.C. It was constructed in the wake of the Banking Act of 1935, which created clear separation between the Treasury Department and the central bank.

Bonds versus Gold: What Does the Data Say?

July 29, 2025
With inflation still eating away at fixed-income returns and threatening the once-reliable stock/bond inverse correlation, it may be time to take another look at adding gold fixed-income offerings to portfolios.