Market Commentary

Timely takes on markets and the economy.

Market Commentary content

What A COVID-19 Second Wave Means For Investors
Market Commentary

A second wave of global COVID-19 is getting a lot of media attention, but the appearance of a global second wave of cases is primarily driven by the different timing of first waves across countries—rather than second waves within countries.
Market Commentary

Cyclicals typically lead the market higher when stocks rebound from a bear market and recession—but not this time.
Bond Insights

Despite massive fiscal and monetary stimulus, we believe there’s little risk of inflation in the next few years.
What’s the Future Payback for the Stimulus?
Market Commentary

It is becoming increasingly clear that the massive global stimulus is being financed by a rise in money, not debt.
Dashboards: Measuring Recovery In Real Time
Market Commentary

For each of the major countries in Asia and Europe, we will be tracking weekly data on key elements of a recovery to assess its pace and success.
Market Commentary

Demand is down, and U.S. oil storage facilities are near capacity.
What Can Investors Expect From GDP Reports
Market Commentary

The most widely used measure of economic activity, gross domestic product (GDP), will soon be released for the first quarter by different countries.
Market Commentary

Congress moved at breakneck speed to provide relief for businesses and individuals. Here are the top regulatory actions investment advisors should monitor.
Market Commentary

The municipal bond market has been hit hard by COVID-19 and market volatility. Here are our answers to some of the most frequently asked questions.

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