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.
The Next Bubble?
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.
Hit Me With Your Best Shot: Speculative Trades Take a Breather
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.
Stimulus Payback: 2023
Market Commentary

Policymakers in major economies have pointed to 2023 as the date the stimulus payback may begin.
It’s What You Value … and Where You Find It
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.
Bull? Bear? How about a “Bunny” market?
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.
Red Flag Day: Bond Yield Spike Denting Euphoric Sentiment
Market Commentary

Sentiment has been a problem; higher yields was the catalyst for a bit of a reset.

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