Market Commentary

Timely takes on markets and the economy.

Market Commentary content

Bond Insights

Each bond bear market is unique, but we believe with the right strategy, they can be manageable.
The Next Bubble?
Market Commentary

The specific set of conditions that have historically characterized the start of an investment bubble appear to be forming.
Market Commentary

Examining performance trends over the past year reveals a nuanced relationship.
Bond Insights

Floaters may benefit when the Federal Reserve hikes short-term rates, but you should also consider other options.
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

Over the past 70 years, rising government debt generally has been accompanied by weaker economic activity. But it’s not a simple relationship.
Hit Me With Your Best Shot: Speculative Trades Take a Breather
Market Commentary

Trendy and speculative trades have gained micro bubble status and rolled over of late, but their weakness hasn’t infected the broader market.
Market Commentary

Bitcoin and other cryptocurrencies are speculative investments, so tread carefully.
Stimulus Payback: 2023
Market Commentary

Policymakers in major economies have pointed to 2023 as the date the stimulus payback may begin.

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