In this article, we will look at the 10 Best Performing Foreign Stocks to Buy Now.​On January 6, Tim Seymour of Seymour Asset Management appeared on a CNBC Television interview to discuss whether the international markets rally has legs to continue in 2026. Tim noted that the dollar weakness suggests that the international markets will continue to outperform the US stock market. He added that many Asian currencies that didn’t outperform the dollar might perform better in 2026, helping to keep the rally movi ...

Mark Cudmore. Mark, we have been preoccupied by the west of the supposed losers from the AIG trade. Today we get to preoccupy once more with data.That was retail sales yesterday came in a little weaker than expected. How were you setting things up for the jobs report later on today. Yeah, I think we got the jobs report today.We've got CPI later on this week on the back of retail sales. I'm slightly worried. We've talked about this a bit and I think that the data is going to have a little bit of a stagflatio ...

The dollar index (DXY00) fell to a 1-week low on Monday and finished down by -0.83%.  The dollar was under pressure Monday after a Bloomberg report said that Chinese regulators have advised financial institutions to rein in their holdings of US Treasuries, fueling concerns that foreigners will reduce their demand for US dollar assets.  The strength of the Chinese yuan also undercut the dollar after it rose to a 2.5-year high against the dollar on Monday.  Losses in the dollar accelerated Monday after Natio ...

Group 1: International Investment Landscape - The current dollar weakness is a significant driver affecting international investments, with corporate governance changes leading to the breakup of large conglomerates into smaller, more shareholder-friendly entities [2] - International investors are facing challenges as the traditional hedge of dollar exposure is no longer guaranteed, prompting a reevaluation of investment strategies [3][4] - There is a growing interest in U.S. private markets among international investors, indicating a shift from traditional public equity investments [4] Group 2: Market Performance and Company Updates - Uber's shares have dropped significantly following disappointing fourth-quarter results, highlighting volatility in the ridesharing sector [6] - Eli Lilly forecasts a strong year for sales driven by demand for their weight loss drug, despite warning of a potential double-digit sales drop this year [7] - Netflix is defending its merger with Warner Bros. Discovery, arguing that it will enhance content availability for consumers, although the deal is under DOJ review [8]

Speaking on Wednesday, Mr Powell said that the court battle “is perhaps the most important legal case in the Fed’s 113-year history”.The investigation into Mr Powell comes after Mr Trump tried to sack Fed governor Lisa Cook over unproven allegations of mortgage fraud, a move that she is contesting in the Supreme Court.“This is the route by which inflation creeps up gradually, and then you find yourself with a problem which only a deep recession can solve.”“I do think that the current situation is a challeng ...

Market Overview - US stocks have reached new record highs, primarily driven by the tech sector, with upcoming earnings reports from major tech companies like Tesla, Meta, and Microsoft being closely monitored [1] - The Federal Reserve is expected to maintain current interest rates, shifting focus back to economic conditions, while also facing scrutiny regarding its leadership and ongoing investigations [2][37] Company-Specific Developments - Amazon has announced a reduction of 16,000 jobs, bringing total layoffs to 30,000 over three months, as part of efforts to streamline operations and reduce bureaucracy [3][4] - The CEO of Amazon indicated that AI advancements will further reduce workforce needs as the company automates more processes [4] - Starbucks reported a 4% increase in same-store sales in the US for the first time in two years, although overall earnings missed expectations [34] - GE Vernova's stock is under pressure despite solid fourth-quarter results and raised guidance, primarily due to a key metric, EBITDA, missing expectations [35] Sector Insights - The tech sector's positioning has been neutral, with expectations of growth slowing in the coming quarters, yet the current setup for mega-cap tech growth appears positive [10][11] - The labor market is showing signs of slowing, with hiring rates at pandemic lows, indicating a cautious approach from companies amid economic uncertainty [16][18] - The dollar's weakness is seen as a mixed factor for corporate earnings, providing a translation benefit but lacking in volume growth [26][28] Earnings Season and Economic Outlook - Earnings season is underway, with expectations for a broadening of growth across sectors, as evidenced by the increase in sectors reporting positive growth [25] - The market is currently in a "wait and see" mode regarding hiring, with expectations that hiring will gradually pick up as earnings improve [21][24]

Joining us now is Abby Joseph Cohen, Columbia Business School professor and retired Goldman Sachs partner. And great to have you. On the day that we crossed through the 7000 threshold on the S&P 500, I know it doesn't mean a lot fundamentally, but it is a big round number.And I wonder what your take is on this continued a i boom. You know, a small CEO said just now his customers are starting to realize that it's sustainable and so are aggressively building up their equipment. Well, I'm delighted to be here ...

Market Overview - The NASDAQ 100 has seen a fifth consecutive day of gains, rising approximately 1% [1] - Despite the rally, a majority of stocks are in the red, indicating a narrowing of the rally's breadth [2] - The Bloomberg Dollar Index has decreased by about 0.7%, reflecting a trend of lower dollar value amidst rising equity prices [1][2] Bond Market Insights - The 30-year bond yield in the U.S. is approaching its highest levels in a decade, which is attracting long-term investors [4] - Bond funds are starting to show a steeper curve, indicating renewed interest from portfolio managers [5] - Current market conditions suggest a Goldilocks economic scenario, with expectations for continued growth but uncertainty about future pricing [6] Currency and Inflation Trends - The U.S. dollar's softness is perceived as a potential manipulation by the government, which may welcome a weaker dollar [7][8] - The Federal Reserve's actions, including replacing Treasury bills with reserves, contribute to a narrative of a weaker dollar and inflationary pressures [9] Investment Opportunities - U.S. investors are finding attractive yields in international markets, particularly in countries like New Zealand and Australia, where bond yields are higher than U.S. credit [11] - The luxury goods market is experiencing mixed results, with watches and jewelry showing growth while fashion and spirits face challenges [41][43] Company-Specific Developments - Starbucks is expected to report earnings soon, with a focus on U.S. transaction growth and long-term guidance [30][31] - LVMH's luxury fashion division is struggling, with a noted decline in organic sales growth, particularly in fashion and spirits [41][48] - The company is diversifying its portfolio, with growth in watches and jewelry, indicating a shift in consumer spending behavior [43][44]

Quick Read Invesco RAFI Developed Markets ex-U.S. ETF (PXF) returned 22.4% over the past year. PXF beat iShares EAFE ETF (EFA) and SPDR S&P 500 (SPY). PXF’s fundamental weighting methodology tilted toward value sectors like financials and energy during the international rotation away from expensive growth stocks. Dollar weakness against major currencies provided a tailwind through favorable currency translation for U.S. investors. Investors rethink ‘hands off’ investing and decide to start making re ...

Group 1: Currency and Interest Rates - The potential loss of control over the yen and Japanese Government Bond (JGB) yields could impact global interest rates, particularly in Europe and the US, as rising JGB yields may act as a magnet for higher long-term interest rates globally [2][3][4] - The European Central Bank (ECB) has reduced short-term rates by 200 basis points, while German and French bond yields are at multi-year highs, indicating a global trend towards rising yields if JGB yields continue to increase [4] - The Japanese yen is currently one of the cheapest currencies against the US dollar, which may either maintain its cheapness or potentially reverse, influencing other Asian currencies [4][5] Group 2: Dollar Weakness and Its Implications - Continued weakness in the US dollar could lead to broader impacts across various currencies, affecting foreign investments in US assets and potentially leading to reduced dollar holdings by foreign investors [6][12] - A weaker dollar historically benefits US equities, but it may also create headwinds if it negatively impacts consumer purchasing power, which is crucial for consumer spending in the US economy [10][12] - Foreign ownership of US Treasuries remains significant at about 30%, down from 50% a decade ago, indicating that further dollar weakness could disrupt investment flows and complicate inflation management for the Federal Reserve [11][12] Group 3: Commodity Market Outlook - A weaker dollar typically signals rising commodity prices, suggesting a potential bull market in commodities, including oil and natural gas, which are currently perceived as underpriced [14][15] - The overall commodity market is expected to experience upward pressure, with oil prices potentially rising from current levels, complicating the inflation narrative for the Federal Reserve [17]