Market Commentary

Timely takes on markets and the economy.

Market Commentary content

Market Commentary

Here are the basics.
Bond Insights

Unfunded pension liabilities for state and local governments are in their best condition in nearly a decade, supporting the case that credit quality in the municipal bond market has improved.
Market Commentary

Even if a recession is not imminent, the playbook deserves a dusting off as rising inflation, tighter monetary policy, and the war in Ukraine all crimp economic growth prospects.
Market Commentary

What to consider when prices are dropping fast.
Market Commentary

Bear markets occur with some regularity. Is your portfolio ready?
Market Commentary

We believe the odds of a recession in Europe are above average, but still below 50%. We will be watching developments and data closely to see how the economic outlook evolves.
Market Commentary

After months of laying the groundwork for monetary policy tightening, the Federal Reserve now faces a sudden change in the economic outlook.
Market Commentary

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

Global leaders backed a new round of sanctions on Russia, but it is unclear at this time if these additional measures will be successful at avoiding an energy shock.

Find Market Commentary content