Market Commentary

Timely takes on markets and the economy.

Market Commentary content

Market Commentary

The Fed hiked interest rates by 50 basis points in December, and while progress has been made on inflation, Fed Chair Powell noted it is too early to declare victory.
Market Commentary

We expect economic growth and market performance to improve in 2023 compared with 2022. But things may get worse before they get better.
Market Commentary

We see opportunities in 2023 for the bond market to provide attractive yields at lower risk than we've seen for several years.
Market Commentary

Markets may continue to see volatility in 2023 as they navigate between global economic growth and inflation fears with central banks' decreasing rate hikes and China's reopening.
Market Commentary

Weaker economic trends will likely form heading into 2023 as the Fed battles inflation, but a (hopefully) mild recession may help set stocks up for a better second half of the year.
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

Central banks seem to be stepping down from aggressive rate hikes, which may lead to a year-end "Santa Pause" rally for stocks.

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