Market Commentary

Timely takes on markets and the economy.

Market Commentary

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Reading the Markets After Fed Chair Warsh’s Debut

Fed chair Warsh’s first meeting kept rates steady but struck a hawkish tone on inflation while signaling less transparency, driving market uncertainty.

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Bond Insights

2026 Mid-Year Outlook: Municipal Bonds

In our view, municipal bonds may offer attractive tax-efficient income potential, though elevated supply, an uncertain rate backdrop, and issuer dispersion may pose risks.

2 Minutes on the Markets | Fixed Income Insights

What's ahead for the bond market in the second half of 2026? SCFR's Collin Martin shares his insights.

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Midyear Outlook for Equities & Fixed Income

What’s in store for the second half of 2026? A resilient economy may continue, but stretched valuations and shifting market correlations remain risks.

What Is a Meme Coin? Risks, Regulation, and More

Meme coins are cryptocurrencies born from internet jokes and viral trends. Learn how they work, why they're so volatile, and what to watch for.

Market Outlook

2026 Mid-Year Outlook: Global Equity

Equity markets should remain supported by strong earnings and capital investment trends through 2026, but market concentration and macro risks leave less room for error.

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IPOs in Focus as the Fed Holds the Line

IPO hype is rising, but fundamentals still matter. We break down valuations, index mechanics, and why Fed policy and rates still play a key role for investors.

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Market Outlook

2026 Mid-Year Outlook: Taxable Fixed Income

For the bond market in the second half of 2026, income still matters, but investors should be selective. Now is not the time to favor long-duration investments.