Market Commentary
Timely takes on markets and the economy.
Market Commentary content
Bond Insights
The central bank likely won't have enough reason to hike rates again this cycle. In fact, we wouldn't be surprised to see one or two rate cuts later this year.
Market Commentary
Leadership shifts at the sector and style levels warrant some additional caution, as well as a closer look as to what investors are buying when it comes to "growth vs. value."
Commentary
Although the House narrowly approved a bill designed to jumpstart negotiations, the issue is far from resolved.
Market Commentary
China’s domestically driven economic growth has not yet translated to Emerging Market stock performance, which has tended to have been weighed down by international political tensions.
Market Commentary
Headline inflation continues to show signs of improvement, but core measures and those most watched by the Fed are proving stubborn in their path toward cooling.
Market Commentary
Although central banks may be near the end of the rate hike cycle, short-duration stocks may still be an attractive investment theme should interest rates remain at higher levels.
Market Commentary
In the face of banking stress and a hawkish Federal Reserve, stocks have advanced impressively so far this year, but narrow breadth doesn't bode well for continued strength.
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.
Market Outlook
Economic cracks began to appear during the first quarter, capped off by banking system worries. Will it change the direction of Federal Reserve policy?