Market Commentary

Timely takes on markets and the economy.

Market Commentary content

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

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.
Market Commentary

Second-quarter earnings growth will mark an expected deceleration in profits, but focus will likely continue to shift to the pace at which outlooks are downgraded.
Market Commentary

Although an economic rebound in China is underway according to government and private sector data, its economy and stock market may remain volatile.
Market Commentary

The June jobs report was cheered by economic bulls given its strength in level terms, but rates of change among leading indicators don't favor a soft-landing outcome for the economy.

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