Market Commentary

Timely takes on markets and the economy.

Market Commentary content

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Market Commentary

The recent collection of labor data has painted a mixed jobs picture, but underlying wage strength and still-strong payroll growth will likely keep the Fed in a hawkish position.
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Market Commentary

India's growth initiatives and demographics may help its economy continue to advance; its stocks seem to have priced in high expectations for the world's fifth-largest economy.
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Market Commentary

Japanese stocks may help boost performance of international markets although the unique nature of Japan's economic and business structure could pose some risks.
Market Commentary

Though recent data suggests China's re-opening growth has slowed, it's likely temporary. As China's recovery continues, it may have implications for U.S. inflation and rates.
Market Outlook

The positives—and the risks—as we head into the second half of the year.
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Market Outlook

A broadening out in market performance would help bolster a more sustainable stock rally, but that hinges on increasing clarity for monetary policy, recession risk, and bank stress.
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Market Outlook

The drama characterizing the first half of 2023 may abate, with potentially milder returns for investors due to effects from the Cardboard Box Recession.
Washington Watch

The measure ends weeks of negotiation and unease about a potentially catastrophic government default.
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Market Commentary

Although few nations have a debt ceiling similar to the U.S.', rising government debt levels are a widespread global risk that may lead to lower economic output and weaker growth.

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