Market Commentary
Market Commentary content
Market Commentary
Since the early-September all-time market high, a rotation from the prior leaders to more classically-cyclical sectors has been underway; but macro support is not fully evident.
Market Commentary
Fed maintained rates at near-zero, while also updating its summary of economic projections; now expecting a shallower economic contraction, but a slower recovery thereafter.
Market Commentary
Although certain high-frequency data haven’t improved markedly, the threat of the virus has started to recede.
Market Commentary
The stock market rotation continues; while the latest data on the health of the labor market was mixed (brightened by strong productivity).
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.
Market Commentary
Major tech-focused shares fell after helping drive the fastest stock market recovery in history.
Bond Insights
The move away from a precise 2% target likely means short-term rates will stay lower for longer.
Market Commentary
In a speedy round-trip, the S&P 500 hit an all-time high last week; meaning the rally since March is now an “official” bull market.
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.