Market Commentary

Timely takes on markets and the economy.

Market Commentary content

Market Commentary

The age of abundance has given way to an age of scarcity, while the pro-cyclical version of inflation may have given way to the counter-cyclical version.
Market Commentary

Market volatility has picked up as labor shortages, supply bottlenecks, and rising inflation fears have narrowed the path forward. Here’s what we expect to see in the coming weeks.
Market Commentary

The pandemic has wrought havoc on the global system of trade. What does that mean for the markets and the holiday shopping season?
Market Commentary

Persistently going from one transitory source of inflation to the next may keep inflation elevated for longer than markets currently anticipate.
Bond Insights

Rather than waiting on the sidelines, consider short-term, fixed-rate corporate bonds.
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

September’s end brought some key winning streaks to an end courtesy of elevated risks associated with myriad economic, inflation and policy related uncertainties.
Sector Views

We’re upgrading the Staples sector, but only incrementally. Here’s why.
Market Commentary

U.S. stocks fell Tuesday on persistent concerns over the debt ceiling, along with a continued increase in Treasury yields.

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