P.M. Abe’s economic policy leadership credentials got a huge boost last week, with his cabinet approving a massive extra fiscal spending package. Jesper Koll explains how this extra spending package will make Japan a standout amongst the G7 countries in 2020.
On last week’s “Behind the Markets” podcast, Jeremy Schwartz and Professor Jeremy Siegel spoke with Mohamed El-Erian, chief economic advisor at Allianz and senior global fellow at the Joseph Lauder Institute at the Wharton School. The conversation focused on why El-Erian sees a divergence for the U.S. economy over Europe and other international economies.
Over the past few years, many investors have avoided developed international equity markets for a variety of reasons: anemic growth, disappointing economic data and geopolitical uncertainty. Brian Manby discusses reasons why investors should be optimistic about international equities again.