Market Commentary
Timely takes on markets and the economy.

Market Commentary content

Market Commentary
July’s hot jobs report will likely keep the Fed in a hawkish position, but key to watch moving forward is a continued softening in leading labor and inflation indicators

Bond Insights
A trifecta of factors support the dollar, including the relatively strong performance of the U.S. economy, tightening monetary by the Federal Reserve, and safe-haven buying. These are likely to remain intact into 2023.

Market Commentary
Although the 10-year U.S. Treasury yield climbed above stocks' dividend yields earlier this year, dividend payers may continue to reward should the economy continue to slow.

Market Commentary
Second-quarter earnings growth will mark an expected deceleration in profits, but focus will likely continue to shift to the pace at which outlooks are downgraded.

Market Commentary
Although an economic rebound in China is underway according to government and private sector data, its economy and stock market may remain volatile.

Market Commentary
The June jobs report was cheered by economic bulls given its strength in level terms, but rates of change among leading indicators don't favor a soft-landing outcome for the economy.

Market Commentary
Inventory gluts has been bad news for the stocks of companies experiencing them, but could also be indicating an inflation peak, which tends to be an ingredient for market bottoms.

Market Commentary
A spike in prices and interest rates has dealt a significant blow to housing affordability, elevating the potential for the housing market's weakness to dampen economic growth.

Market Commentary
Investors often notice the overall direction of markets; missed changes in asset classes under the surface could see a shark attack take a big bite out of unprepared portfolios.