Craig Mellow

LATEST ARTICLES

Mexico Faces Trade Trouble With Trump. Stocks Are Still Up.

Mexico Faces Trade Trouble With Trump. Stocks Are Still Up.

The U.S. indictment of a Mexican political figure for drug trafficking complicates Claudia Sheinbaum’s relationship with the Trump administration.

3 minute read

Germany Takes a Hit With Iran War. These Stocks Might Still Be Bargains.

Germany Takes a Hit With Iran War. These Stocks Might Still Be Bargains.

Investors might want to eye oversold stocks like SAP and Rheinmetall, both plays on tech and defense.

3 minute read

Canada’s Carney Says Ties With U.S. Are a Weakness. His Next Move?

Canada’s Carney Says Ties With U.S. Are a Weakness. His Next Move?

Canadian trade shifts as U.S. tariffs fuel oil pipeline push.

3 minute read

Emerging Market Bonds Withstand the Iran War. It Isn’t Irrational Exuberance at Work.

Emerging Market Bonds Withstand the Iran War. It Isn’t Irrational Exuberance at Work.

Many dollar-denominated emerging market bonds are backed by investment-grade issuers.

4 minute read

Hungary’s New Leader Has a China Dilemma. Investing Will Be a Delicate Balance.

Hungary’s New Leader Has a China Dilemma. Investing Will Be a Delicate Balance.

China invested heavily in Hungary because of cheaper labor, lower corporate taxes, and political support.

3 minute read

India Is Pitching Wall Street. What to Be Careful Of.

India Is Pitching Wall Street. What to Be Careful Of.

India is fleshing out the Gujarat International Financial Tec-City’s regulatory infrastructure, including fund management, payments and accounting, and taxation.

3 minute read

The Iran War Halted Korea’s Hot Streak. Regaining Momentum Will Be Hard.

The Iran War Halted Korea’s Hot Streak. Regaining Momentum Will Be Hard.

It isn’t just oil prices. Korean stocks depend as much on global sentiment around artificial intelligence.The country is home to two of the top three memory-chip producers.

3 minute read

Is Europe Moving Toward a Single Financial Market? Why There’s More Incentive Now.

Is Europe Moving Toward a Single Financial Market? Why There’s More Incentive Now.

The European Commission proposes 17 laws to unite capital markets, backed by major economies.

4 minute read

Japan’s Market Is More Resilient Than Expected. 3 Stocks to Consider.

Japan’s Market Is More Resilient Than Expected. 3 Stocks to Consider.

Bargain stocks are in areas of U.S.-Japan synergy. Industrial conglomerate Hitachi has a joint venture with General Electric, for instance.

3 minute read

Iran War Is Breathing New Life Into Coal

Iran War Is Breathing New Life Into Coal

The price of benchmark Newcastle coal has jumped more than 10% since the U.S. and Israel started bombing Iran on Feb 28.

3 minute read

Venezuela’s Stock Just Went Up. The Iran War Makes It More Valuable for Oil Markets.

Venezuela’s Stock Just Went Up. The Iran War Makes It More Valuable for Oil Markets.

The war in Iran and rising oil prices are making political change in Venezuela seem positive.

3 minute read

Europe Is Pushing Back Hard on Trump’s Tariffs. How It Got the Upper Hand.

Europe Is Pushing Back Hard on Trump’s Tariffs. How It Got the Upper Hand.

President Donald Trump may have a hard time dictating terms to Europe, and other trade partners, when they re-engage later this year.

4 minute read

Iran War Kicks India When It’s Already Down

Iran War Kicks India When It’s Already Down

It’s too early to call the end of India’s broader resurgence, with economic growth for the fiscal year that ends this month clocking in around 7.5%. But the Iran War could make the continuing correction more painful.

3 minute read

Argentina’s Reforms Set the Stage for the Return of Its Bond Market

Argentina’s Reforms Set the Stage for the Return of Its Bond Market

It’s a remarkable turnaround for Argentina, which had an economy near hyperinflation and a treasury headed for one more bankruptcy some 25 months ago.

3 minute read

Drug Lord’s Death Tests Mexico’s Economy. What’s Ahead.

Drug Lord’s Death Tests Mexico’s Economy. What’s Ahead.

Despite the violence, Mexico’s markets have been rocking this year, lifted by the global tide of a weakening dollar and pent-up demand for emerging markets.

4 minute read

India’s Trade Success Isn’t Boosting Its Stocks

India’s Trade Success Isn’t Boosting Its Stocks

India and the U.S. have an interim trade deal that paves the way for lower tariffs. But challenges remain.

3 minute read

Latin American Stocks Are Back on the Map. The Road Could Still Be Bumpy.

Latin American Stocks Are Back on the Map. The Road Could Still Be Bumpy.

Investors poured twice as much into emerging markets in January as in all of 2025, betting on a weaker dollar and hedging U.S. risk.

3 minute read

Japan’s Takaichi Triumphs. Now for the Hard Part.

Japan’s Takaichi Triumphs. Now for the Hard Part.

Japan’s first female leader needs to fulfill pledges to cut taxes and increase spending without spooking bond investors.

4 minute read

The Euro Keeps Rising. The U.S. Is Helping.

The Euro Keeps Rising. The U.S. Is Helping.

European assets look like a haven from President Donald Trump’s mercurial U.S. policy and a possible implosion of U.S. tech stocks.

3 minute read

Canada’s Carney Goads Trump. Markets Are Behind Him.

Canada’s Carney Goads Trump. Markets Are Behind Him.

Canada has gotten tough with the U.S. But the country is dependent on the U.S., so is it worth it? Canadian markets are calm so far.

3 minute read

of 28 pages