Market Commentary

Timely takes on markets and the economy.

Market Commentary content

Bond Insights

The move away from a precise 2% target likely means short-term rates will stay lower for longer.
Bond Insights

Real yields have dropped into negative territory as inflation expectations rise.
Confidence Is Everything: 3 Things May Shake It
Market Commentary

Confidence matters; faith in a brighter future drives risk taking, fueling growth through investment and consumption.
Bond Insights

Treasury Inflation-Protected Securities can help protect your portfolio against rising inflation, but there are nuances you should understand.
Market Commentary

Let’s take a look at how recent developments may have impacted long-term returns for stock market investors.
Market Commentary

The U.S. dollar has been showing signs of weakening, a trend that may underscore the importance of global diversification.
Bond Insights

Investors must balance ongoing risks of the coronavirus against the extra yield the bonds provide.
Stock Market Reaction to Expiring COVID-19 Programs
Market Commentary

If not extended or replaced, the fading support for the unemployed raises the risk of weakening economic momentum, turning the V-shaped recovery into a W.
Making Sense Of The Market (And Where We Can’t)
Market Commentary

In order to help try to make sense of it all, let’s take a look at where the stock market makes sense right now and where it doesn’t.

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