Market Commentary
Timely takes on markets and the economy.
Market Commentary content
Sector Views
Sectors tend to have different reactions to sustained inflation.
Market Commentary
The speculative exuberance around special purpose acquisition companies (SPACs) seems to be over, but investors still have questions about them.
Market Commentary
Services make up more of the economy, jobs, and the stock market. The time has come to focus on services data to get a sense of the overall economic picture.
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.
Bond Insights
Where does the fixed income market go from here?
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.