Market Commentary

Timely takes on markets and the economy.

Market Commentary content

Market Commentary

Global benchmark yields are moving higher along with economic sentiment. We expect yields to remain positively correlated to market returns, favoring cyclical and value stocks.
Market Commentary

The effects of the COVID-19 virus have continued to drive—and brake—economic growth.
Bond Insights

Beginning quantitative tightening soon after rate hikes is a big departure from the Federal Reserve’s past policy.
Market Commentary

The December payrolls report was mostly underwhelming and underscored persistent virus-related data distortions within the labor market.
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

A change in fundamentals could make international bonds more attractive.
Market Commentary

Despite the strong year for stocks in 2021, markets have confidently priced in some negative trends gathering more momentum in 2022 which may help markets, should trends reverse.
Sector Views

Will a chip shortage give way to oversupply?
Bond Insights

Revenue bonds account for nearly two-thirds of all investment-grade municipal bonds outstanding, but they tend to get less attention than general obligation bonds. Here’s what investors should know.

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