Market Commentary

Timely takes on markets and the economy.

Market Commentary content

Market Commentary

Weaker economic trends will likely form heading into 2023 as the Fed battles inflation, but a (hopefully) mild recession may help set stocks up for a better second half of the year.
Market Commentary

Chinese officials may be preparing to bring an end to China's zero-COVID policy but reopening the world's second-largest economy could bring inflationary challenges.
Market Commentary

A better-than-expected October consumer price index report provided some relief and support for equities, but investors should be wary of low-quality leadership and, to some extent, crypto stress.
Market Commentary

As the Federal Reserve continues to ratchet up the pressure with higher interest rates, cracks are beginning to appear beneath the surface of the U.S. economy.
Market Commentary

While results won't be finalized for some time, it is clear that we will have two more years of an extremely narrowly divided Congress.
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.
Market Commentary

Central banks seem to be stepping down from aggressive rate hikes, which may lead to a year-end "Santa Pause" rally for stocks.
Market Commentary

Stocks slid and Treasury yields rose as comments by the Federal Reserve chair suggested the "peak" fed funds rate may be higher than initially expected.
Market Commentary

Earnings weakness is starting to materialize across a broader swath of industries, with hits coming from a strong dollar, weaker demand, and aggressive monetary policy.

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