Market Commentary

Timely takes on markets and the economy.

Market Commentary content

Market Commentary

Japanese stocks have rebounded to 30-year highs and became the world’s best performers in September and the third quarter.
Market Commentary

The stock market normally leads the economy, but what happens when the economy’s path isn’t clear?
Market Commentary

It’s been 35 years since I began my career on Wall Street and the lessons I learned along the way from some all-time investment greats always hold true.
Market Commentary

A gradual slowing of stimulus heralds a potential drop for the world’s stock markets, but the evidence suggests a possibility for a positive outcome.
Bond Insights

We believe it can, at least in the short term.
Market Commentary

Supply chain issues are worsening, increasing the risk to sales, production, and inflation. European stocks may offer an opportunity to avoid these risks.
Bond Insights

For yield-seeking investors willing to take additional risk, bank loans may be more attractive than high-yield bonds today.
Market Commentary

China’s recent stock market pullback has been in line with the average annual drawdown; historically, this volatility has tended to produce double-digit annualized gains.
Bond Insights

Rising Treasury yields, declining commodity prices, and China’s credit pullback darken the picture for EM bonds.

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