Market Commentary

Timely takes on markets and the economy.

Market Commentary content

Market Commentary

Over the past 70 years, rising government debt generally has been accompanied by weaker economic activity. But it’s not a simple relationship.
Bond Insights

Prices have fallen sharply, creating an opportunity for income-oriented investors who can ride out the volatility. Investors should understand the risks, however.
Market Commentary

There are multiple ways to access the market.
Bond Insights

Unfunded pension liabilities for state and local governments are in their best condition in nearly a decade, supporting the case that credit quality in the municipal bond market has improved.
Market Commentary

Even if a recession is not imminent, the playbook deserves a dusting off as rising inflation, tighter monetary policy, and the war in Ukraine all crimp economic growth prospects.
Market Commentary

What to consider when prices are dropping fast.
Market Commentary

Bear markets occur with some regularity. Is your portfolio ready?
Market Commentary

We believe the odds of a recession in Europe are above average, but still below 50%. We will be watching developments and data closely to see how the economic outlook evolves.
Market Commentary

After months of laying the groundwork for monetary policy tightening, the Federal Reserve now faces a sudden change in the economic outlook.

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