European equities may have support from global growth, improving fundamentals, lower relative valuations, and fiscal spending—plus diversification from the AI cycle.
History suggests slower Fed tightening tends to support stronger market returns and firmer economic growth, while faster hikes typically deepen drawdowns.
It's been 40 years since I began my career on Wall Street and the lessons I learned along the way from some all-time investment greats always hold true.
Liz Ann Sonders and Collin Martin discuss why inflation remains elevated and what a potentially more inflation-prone economic era may mean for investors.
Analyzing the costs and constraints of a 51% attack might help frame how network security, miner incentives, and decentralization could influence crypto valuation.
Find Market Commentary content
European Stocks: Reasons to Reconsider
The Housing Market's Demographic Reckoning (With Ivy Zelman)
Take a Hike: Rate Hikes and Market Impacts
Warsh's Hawkish Turn: What It May Mean for Investors
Songs of Experience: Reminiscences of a Strategist
Investing in Pre-IPO Shares Via Private Markets
The Bond Market Strikes Back
Valuing Crypto Through the Lens of a 51% Attack
Has the Fed Accepted 3% Inflation? (With Jim Bullard)