Market Commentary
Timely takes on markets and the economy.
Market Commentary content
Bond Insights
Each bond bear market is unique, but we believe with the right strategy, they can be manageable.
Market Commentary
The specific set of conditions that have historically characterized the start of an investment bubble appear to be forming.
Bond Insights
Floaters may benefit when the Federal Reserve hikes short-term rates, but you should also consider other options.
Market Commentary
Trendy and speculative trades have gained micro bubble status and rolled over of late, but their weakness hasn’t infected the broader market.
Market Commentary
Policymakers in major economies have pointed to 2023 as the date the stimulus payback may begin.
Market Commentary
Investor attention has shifted from Growth to Value as the economy regains its footing, but understanding their factors and fundamentals is crucial.
Bond Insights
Easy monetary policy and rising federal budget deficits could undermine confidence in the dollar, but its role as the dominant global currency looks secure.
Market Commentary
Not likely a bear market, but it may feel less like last year’s charging bull market. Perhaps a “bunny” market, with the stock market hopping up and down.
Market Commentary
Sentiment has been a problem; higher yields was the catalyst for a bit of a reset.