From China's economic woes and tensions with Taiwan, to escalating fighting in the Middle East and the disruption of shipping routes, to central banks keeping interest rates high, there is no shortage of anxiety about geopolitical risks. On today's episode, host Mike Townsend is joined by Jeffrey Kleintop, Schwab's chief global investment strategist, to look beyond the worrisome headlines to see how economies around the globe are doing and what's driving their markets. Jeff shares his perspectives on China's slowdown, the implications of Taiwan's recent election on U.S.-China relations, and the ongoing conflict in the Middle East, including how attacks on container ships in the Red Sea are impacting the global supply chain.
He also discusses the messages being sent by central banks around the world, why Japan may offer investors an alternative to areas of geopolitical risks, and why investors need to keep an eye on international opportunities despite the headlines.
Mike also looks at a rare bipartisan tax bill that has cleared the House, the politics surrounding the Senate's border security package, and the Federal Reserve's hints about when it may pivot to cutting interest rates.
WashingtonWise is an original podcast for investors from Charles Schwab. For more on the series, visit Schwab.com/WashingtonWise.
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The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.
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Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.
Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.
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