Market Commentary

Timely takes on markets and the economy.

Market Commentary content

Market Commentary

While a spike in global market volatility has prompted some investors to think a Fed response is imminent, we caution against thinking that intervention is a bullish development.
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Market Commentary

The persistence of global inflation could determine which of the three paths central banks may follow and which market qualities investors might consider for their portfolios.
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Market Commentary

The bear market has been driven by multiple compression, making valuations look relatively compelling. Yet, expected weakness in earnings may limit the upside potential for stocks.
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Market Commentary

In its quest to reduce inflation, the Federal Reserve appears set to continue to hike interest rates and reduce the size of its balance sheet. Here's a look at what this may mean for the bond market.
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Market Commentary

Central Banks relying on inflation measures based on rentals, rather than home prices, may persist in raising rates, applying more economic brakes despite easing home sales.
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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.

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