Market Commentary

Timely takes on markets and the economy.

Market Commentary content

Market Commentary

September’s end brought some key winning streaks to an end courtesy of elevated risks associated with myriad economic, inflation and policy related uncertainties.
Sector Views

We’re upgrading the Staples sector, but only incrementally. Here’s why.
Market Commentary

U.S. stocks fell Tuesday on persistent concerns over the debt ceiling, along with a continued increase in Treasury yields.
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

FOMC hinted that formal details of balance sheet tapering may come in November, while there were notable changes in economic/inflation projections and rate hike expectations.
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

House Democrats have proposed a higher top individual tax rate and changes to the capital gains tax. Both are a long way from becoming law.
Bond Insights

The bond market has been in hibernation for months, and investors may have become complacent about risks.

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