Market Commentary

Timely takes on markets and the economy.

Market Commentary content

Market Commentary

What our experts think about the recent stock market drop.
Market Commentary

Bearish sentiment is becoming a contrarian support; but for now, aggressive Fed action, tightening financial conditions, and the liquidity drain may keep downward pressure on stocks.
Market Commentary

The economy has slowed amid rising inflation, aggressive monetary policy tightening and persistent global supply chain crises. In turn, the U.S. stock market has weakened.
Bond Insights

Major central banks are hiking interest rates rapidly and shrinking their balance sheets in an effort to "normalize" policy. The question hanging over the market is, "What is a normal policy rate?"
Market Commentary

The world’s second-largest economy and consumer market has likely slipped into a recession, at least by China’s standards.
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

The Fed raised rates by 50 basis points and confirmed the balance sheet runoff will start in June, while also ruling out a future steep hike of 75 basis points for now.
Market Commentary

Another burst of market volatility has confirmed that the peak in negative economic consequences—courtesy of tighter policy and slowing growth—is likely still ahead of us.
Market Commentary

Consider hedging the possible risk of higher interest rates with the addition of short duration stocks, a potential way to manage risk while remaining invested in the markets.

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