Market Commentary

Timely takes on markets and the economy.

Market Commentary content

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Market Commentary

The August jobs report delivered something for both economic bulls and bears, but what matters more in the near term is the Fed's focus on seeing a continued easing in labor demand.
Market Commentary

Performance underneath the surface is sometimes markedly different from the action at the Growth and Value index level.
Market Commentary

Topics like inflation, currency, and government policies dominate questions about the world's second-largest economy. Here we provide answers for investors about China.
Market Commentary

Stocks' rally since mid-June has looked healthier from a breadth perspective, but low-quality leadership and deteriorating economic data have kept downside risks elevated.
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 Commentary

The signals from central banks that rate hikes, which began last year, may be coming to an end could be welcome news for investors looking ahead to the next 12 months.
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.

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