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 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

Drought and severe heat could have negative effects on some municipal bond issuers, but we believe most will manage through it.

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