Market Commentary

Timely takes on markets and the economy.

Market Commentary content

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Bond Insights

Although Treasury Inflation-Protected Securities returns have been disappointing despite soaring inflation, their principal values have risen and they're finally offering higher income.
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Market Commentary

So far the fallout from the bank turmoil has been modest, but with credit conditions likely to tighten, signs of recovery in the global economy could be impacted.
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Bond Insights

With the Federal Reserve poised to change direction, investors who have been investing in very short-term securities may soon face "reinvestment risk."
Market Commentary

The banking crisis has sparked immense focus on financial stability; and with an attendant tightening in credit conditions, the risk of a formal recession has risen notably.
Market Commentary

Market surprises force investors—and the Federal Reserve—to re-evaluate yet again.
Market Commentary

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
Market Commentary

What our experts think about today's market action.
Market Commentary

Although inflation may be receding, intermittent waves of price increases may cause investor uncertainty about the direction of economic growth and central banks' policy response.
Market Commentary

A "soft landing," with declining inflation but positive growth, would be ideal. However, turbulence appears likely. Here's how to handle it.

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