Justin Biemann
Global Investment Strategist
Latest articles
Markets
The case against gold and why it’s wrong
Delve into the factors driving gold's rally and the risks that could undermine its performance.By Justin BiemannMarkets
Year-end recap: 5 forces beyond AI that moved markets
From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.By Federico Cuevas, Justin BiemannMarkets
Oil shock jolts American stocks into driver’s seat … for now
Despite the latest Middle East conflict and a surge in oil prices, U.S. equities remain resilient amid international volatility.By Kriti Gupta, Justin BiemannMarkets
In the rear view: How did our 2025 themes pan out?
Ahead of our 2026 Outlook release, we evaluate our mid-year takes.By Federico Cuevas, Justin BiemannMarkets
Shock absorption: 3 signs the economy is picking up from here
Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.By Federico Cuevas, Justin BiemannMarkets
Expansion mode: 3 signs of resilience in the US economy
Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.By Federico Cuevas, Justin BiemannMarkets
Proximity matters: 5 things to know about the US sphere of influence
The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.By Federico Cuevas, Justin Biemann