Market Commentary

Timely takes on markets and the economy.

Market Commentary content

Market Commentary

While a spike in global market volatility has prompted some investors to think a Fed response is imminent, we caution against thinking that intervention is a bullish development.
Market Commentary

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

The persistence of global inflation could determine which of the three paths central banks may follow and which market qualities investors might consider for their portfolios.
Market Commentary

As expected, the Federal Reserve raised its target range for the federal funds rate by 75 basis points to 3% to 3.25%, citing high inflation as its primary concern.
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Market Commentary

The bear market has been driven by multiple compression, making valuations look relatively compelling. Yet, expected weakness in earnings may limit the upside potential for stocks.
Market Commentary

Will anything tempt the Federal Reserve from its aggressive course on interest rates? The odds aren't good.
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Market Commentary

In its quest to reduce inflation, the Federal Reserve appears set to continue to hike interest rates and reduce the size of its balance sheet. Here's a look at what this may mean for the bond market.
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Market Commentary

Central Banks relying on inflation measures based on rentals, rather than home prices, may persist in raising rates, applying more economic brakes despite easing home sales.
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.

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