Market Commentary

Timely takes on markets and the economy.

Market Commentary content

Election Day to Inauguration Day: a test for global stock markets
Market Commentary

Stock market performance during the transition period between outgoing and incoming U.S. presidents tends to be more dependent on the economic cycle than the election results.
Market Commentary

The S&P 500 posted the worst week since March, losing 5.6% over five trading sessions.
“De-globalization” Already Happened And It Didn’t Matter
Market Commentary

In 2020, politics and the pandemic have led to a lot of speculation that they could bring about an end to the rise of globalization—yet that began over a decade ago.
Bond Insights

Given current low yields, some investors wonder whether bonds can continue to provide diversification in a portfolio. Here’s why those fears may be overblown.
Global Impact of a “Blue Wave” Election Outcome
Market Commentary

The potential economic and market impacts a “Blue Wave” for the U.S. election could have on five key areas: taxes, labor, the environment, oil and trade.
Risk of Second Wave of COVID-19 Lockdowns
Market Commentary

The biggest political risk facing investors may be the potential for politicians to implement national lockdowns in response to a rise in new COVID-19 cases that could lead to renewed recession and a new bear market for stocks.
Brexit Is Back: The Endgame For Investors
Market Commentary

The risk of a “no deal” Brexit and the potential economic harm that accompanies it increased last week.
Bond Insights

The Federal Reserve has changed its inflation policy. Here’s what it may mean for markets.
Stock Market “Inequality” Hides A Big Change
Market Commentary

The recent imbalances in the stock market can lead to vulnerability; rebalancing portfolios may be valuable to help balance exposure to U.S. capitalization-weighted benchmarks relative to international stocks.

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