Market Commentary
Timely takes on markets and the economy.
Market Commentary content
Market Commentary
The Federal Reserve left its interest rate and balance sheet policy unchanged; but is opening the door a bit more to tapering its bond purchases.
Market Commentary
As anticipated, corporate earnings are set for another stellar quarter; but with peak growth rates likely behind us, the road ahead gets choppier.
Sector Views
We recently downgraded our rating on the Energy sector. Here’s why.
Market Commentary
COVID-19 resurgences appear to be the primary driver of moves across many markets this year.
Market Commentary
The spread of the COVID-19 delta variant has raised concerns of a faster-than-expected slowdown.
Bond Insights
The steep drop in yields has defied conventional wisdom.
Market Commentary
The market’s bull run has produced very optimistic sentiment, leaving increasingly little room for error as we move further along in the cycle.
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
Drought and severe heat could have negative effects on some municipal bond issuers, but we believe most will manage through it.