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.

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