International Trader


Trump Threatened Brazil With 50% Tariffs. How He Is Using Trade as a Political Cudgel.

Experts fear the president’s announcement will boost the re-election chances of his Brazilian counterpart.

4 minute read

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Junk Bonds Are Europe’s Next Big Thing. It’s a Goldilocks Moment.

Junk issuance in the European Union smashed records in June as investors gobbled $27 billion in subinvestment grade corporate paper.

3 minute read

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Oil Is Gushing in These 3 Countries. Who Loves Trump’s ‘Drill, Baby, Drill’

Brazil, Argentina, and Nigeria are pumping oil. Why the big push now when OPEC+ has to restrain spare capacity?

3 minute read

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Japan’s Economy Has Stalled. The Stock Market Is Ignoring That.

The biggest bull indicator for Japan’s market is that companies have a mounting enthusiasm for buybacks, the latest front in a campaign to become more shareholder-friendly.

3 minute read

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Germany’s Economy Is Ready to Grow. The Market Loves It.

German Chancellor Friedrich Merz predicts GDP growth next year after three stagnant years. His approval rating is up, and so are the markets.

3 minute read

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Singapore Tapped the Brakes on Crypto. Who Could Race Ahead.

Singapore’s tightening may spell opportunity for rival crypto centers, particularly Dubai and Abu Dhabi.

3 minute read

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South Korea’s New Leader Needs a TACO Moment. So Do Investors.

Incoming South Korea President Lee Jae-myung was pessimistic in his inaugural address but investors may want to ignore that and buy stocks, which look cheap.

3 minute read

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Poland Has a New Government. The Economy Will March On.

The close election result shows Poland is still bitterly divided on social and cultural issues. Not so much on economic policy.

3 minute read

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Miners Scramble to Move Into Copper. 2 Stocks to Consider.

The Big Two—BHP Group and Rio Tinto—and everyone else are switching into copper, whose price has jumped. That takes time, and lots of it.

3 minute read

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Mexico’s Drug Cartels Are Bad for Its Bull Market. It’s an All-Out War.

Mexico’s stock market runup could be at risk if President Claudia Sheinbaum fails to rein in the powerful drug cartels and reduce shipments of fentanyl across the U.S. border.

3 minute read

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European Bank Stocks Have Thrived. But Shadows Loom.

Shares are up by a third this year, aided by the advance of the euro against the dollar. But with the ECB loosening and U.S. tariffs a major uncertainty, the way ahead could be more difficult.

3 minute read

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Pakistan Isn’t That Risky Anymore. Its Economy Is a Mini-Miracle.

Inflation has nosedived. The stock exchange has soared. The armed conflict with India, now in a truce, likely won’t knock Pakistan off course.

3 minute read

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Toyota Wants to Buy Its Biggest Subsidiary. That Could Touch Off Other Megadeals.

Toyota’s potential deal could encourage other Japanese companies to consolidate.

3 minute read

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Europe and China Want to Be Trade Allies. This Sector Could Be Upended.

China and the European Union could team up against President Donald Trump’s trade offensive. It won’t be easy.

3 minute read

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Airbus Could Gain From Boeing’s Woes. Sizing Up the China Question.

The company has pulled ahead of longtime leader Boeing in airplane production. Europe’s military industry could well provide a further lift.

3 minute read

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Why India Has an Advantage in Trump’s Tariff Wars

Washington may have a strategic interest in keeping the relationship between the two countries friendly—U.S. companies have an incentive to cultivate Indian manufacturing.

3 minute read

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2 Countries in Trump’s Tariff Crosshairs Are Bargains. You’ll Be Surprised.

China’s stocks are still down by half from their 2021 peak, and valuations look attractive. Mexico’s nearshoring relationship with the U.S. increasingly looks like it will survive the tariff war.

3 minute read

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Korea’s Market Is Much More Than Cars. 4 Chip and Defense Stocks for Right Now.

The dip in Korean stocks could be worth buying on, once the smoke clears. Less known to markets are Korean defense stocks, which have been soaring on anticipated demand from a rearming Europe.

3 minute read

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Europe Has Tech Stars. They’re Far Behind the U.S.

Digital independence for Europe looks like an uphill climb. The U.S. still leads the way, and the catch-up for Europe would cost $323 billion, according to one report.

3 minute read

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Indian Stocks Are Over Their Slump. 2 Sectors to Consider.

India’s stock market is still the world’s most expensive, but price-earnings ratios are back to historic averages. The financial and power sectors look attractive.

3 minute read

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