Market Commentary

Timely takes on markets and the economy.

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Bond Market Update – May 2020
Bond Insights

The latest perspective on the bond market from the Schwab Center for Financial Research, including a deep-dive on corporate and municipal bond markets.
Another Tricky Day: Dissecting July’s Labor Market Report
Market Commentary

The July labor market report had talking points for both the economic bulls and bears; with Congress on the hot seat to keep the recovery from faltering.
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.
Policy of Truth: Fed Holds Rates Steady Amid Somber Outlook
Market Commentary

The Fed left rates unchanged near-zero, as expected, while emphasizing that “the path of the economy will depend significantly on the course of the virus.”
Stocks Rebounding as Fully-Loaded Week Commences
Market Commentary

Earnings have so far bested an extremely low bar, but stocks may be discounting too swift a recovery; while concentration remains a risk.
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.