Market Commentary

Timely takes on markets and the economy.

Market Commentary content

Bond Insights

There are multiple factors to consider, including your tax rate.
Bond Market Update – May 2020
Bond Insights

The latest perspective on the bond market from the Schwab Center for Financial Research, including a deep-dive on corporate and municipal bond markets.
Bond Insights

We believe it can, at least in the short term.
Market Commentary

Since COVID’s wrath began, the stock market has gone through three major phases of leadership, with a fourth possibly underway driven in part by seasonals.
Market Commentary

Special purpose acquisition companies—also known as blank-check companies—have gained immense popularity since the beginning of 2020.
Market Commentary

Supply chain issues are worsening, increasing the risk to sales, production, and inflation. European stocks may offer an opportunity to avoid these risks.
You Take My Breadth Away: Market’s Underlying Deterioration
Market Commentary

Last week, the S&P 500 was trading at an all-time high, but the underlying deterioration in breadth and non-confirmations by other indexes bears watching.
Market Commentary

Here’s what to know about Biden’s proposed tax increases.
Sector Views

Despite recent bouts of sector leadership rotation, we don’t expect defensive sector outperformance to last.

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