Global Market Call

13 Sep13 Sep 2026 GLOBAL MARKETS CALL: Will The Bull Market Survive Higher Oil Prices & Bond Yields? The price of Brent crude is back above $100 a barrel. Government bond yields are rising nearly everywhere, with the 10-year yields of… Global Market Call 30 Aug30 Aug 2026 GLOBAL MARKETS CALL: Bull Market In Stocks Despite Bear Market In Bonds Bond yields are rising worldwide, but that's not stopping the global bull market in stocks. For now, investors are reading higher yields… Global Market Call 23 Aug23 Aug 2026 GLOBAL MARKETS CALL: China Dumping Its Excess Production On The World The Go Global trade continues to work; August has not interrupted it. Asia's AI-linked stock markets are back in the performance-… Global Market Call 16 Aug16 Aug 2026 GLOBAL MARKET CALL: Momentum Is Back Momentum is back in the Go Global trade. The rotation that hit the AI-linked stock markets in July has reversed, and the leadership… Global Market Call 9 Aug9 Aug 2026 GLOBAL MARKET CALL: Will Yen Yin Or Yang Financial Markets? The Go Global investment strategy has outperformed Stay Home this year, and August has not changed that. Korea and Taiwan are back at the… Global Market Call 2 Aug2 Aug 2026 GLOBAL MARKET CALL: Damage From AI & War Shocks Has Been Minimal The global economy has been hit by two shocks this year and absorbed them well. The war that started in March pushed oil prices… Global Market Call 19 Jul19 Jul 2026 GLOBAL MARKET CALL: Downgrading Emerging Markets To Market Weight We are downgrading emerging markets to market weight, not because the Go Global thesis is broken but because four separate short-term headwinds are… Global Market Call 12 Jul12 Jul 2026 GLOBAL MARKET CALL: War & Peace & War In our March 4, 2026 QuickTakes, we wrote that the war between the US and Iran might last longer than widely expected. We suggested… Global Market Call