Market Commentary
Timely takes on markets and the economy.
Market Commentary content
Market Commentary
Chinese officials may be preparing to bring an end to China's zero-COVID policy but reopening the world's second-largest economy could bring inflationary challenges.
Market Commentary
A better-than-expected October consumer price index report provided some relief and support for equities, but investors should be wary of low-quality leadership and, to some extent, crypto stress.
Market Commentary
While results won't be finalized for some time, it is clear that we will have two more years of an extremely narrowly divided Congress.
Market Commentary
Earnings weakness is starting to materialize across a broader swath of industries, with hits coming from a strong dollar, weaker demand, and aggressive monetary policy.
Market Commentary
Markets can have more sway over policymakers than vice versa, as demonstrated in the U.K. recently. Here are three ideas for what markets may compel other policymakers to do next.
Market Commentary
Bonds with longer maturities usually yield more than bonds with shorter-term maturities. After all, investors should be better compensated for locking up their money for a longer time. However, that's not the case today, which has caused a lot of investors to say, "why should I buy a longer-term bond when I can get the same yield with a shorter-term one?"
Market Commentary
Much attention has been paid to the elevated risk (and announcement) of a recession, but investors should instead focus on signals coming from leading economic indicators.
Market Commentary
On the surface, a new 1% stock buyback tax and 15% corporate minimum tax on top-earning companies may look harmful to bottom lines, but we think the reality is more nuanced.
Market Commentary
The earnings outlook is dimming as the economy slows, which could result in cuts to earnings forecasts and downside for stocks. U.K. earnings have been a surprising outperformer.