Market Commentary

Timely takes on markets and the economy.

Market Commentary content

Market Commentary

The signals from central banks that rate hikes, which began last year, may be coming to an end could be welcome news for investors looking ahead to the next 12 months.
Market Commentary

Although some recent economic data has been strong, the bigger picture is more nuanced.
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

July’s hot jobs report will likely keep the Fed in a hawkish position, but key to watch moving forward is a continued softening in leading labor and inflation indicators
Bond Insights

A trifecta of factors support the dollar, including the relatively strong performance of the U.S. economy, tightening monetary by the Federal Reserve, and safe-haven buying. These are likely to remain intact into 2023.
Market Commentary

Although the 10-year U.S. Treasury yield climbed above stocks' dividend yields earlier this year, dividend payers may continue to reward should the economy continue to slow.
Market Commentary

As expected, the Federal Reserve raised its target range for the federal funds rate by 75 basis points to 2.25% to 2.5%, citing high inflation as its primary concern.
Market Commentary

Second-quarter earnings growth will mark an expected deceleration in profits, but focus will likely continue to shift to the pace at which outlooks are downgraded.
Market Commentary

Although an economic rebound in China is underway according to government and private sector data, its economy and stock market may remain volatile.

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