Market Commentary

Timely takes on markets and the economy.

Market Commentary content

Global Impact of a “Blue Wave” Election Outcome
Market Commentary

The potential economic and market impacts a “Blue Wave” for the U.S. election could have on five key areas: taxes, labor, the environment, oil and trade.
Election Blues: Looking at Election History for Market Guidance
Market Commentary

With investors already on edge regarding election uncertainty, an “October surprise” arrives yet again. Can history provide some guidance on how elections impact markets?
Risk of Second Wave of COVID-19 Lockdowns
Market Commentary

The biggest political risk facing investors may be the potential for politicians to implement national lockdowns in response to a rise in new COVID-19 cases that could lead to renewed recession and a new bear market for stocks.
Brexit Is Back: The Endgame For Investors
Market Commentary

The risk of a “no deal” Brexit and the potential economic harm that accompanies it increased last week.
Bond Insights

The Federal Reserve has changed its inflation policy. Here’s what it may mean for markets.
Market Commentary

Major tech-focused shares fell after helping drive the fastest stock market recovery in history.
Stock Market “Inequality” Hides A Big Change
Market Commentary

The recent imbalances in the stock market can lead to vulnerability; rebalancing portfolios may be valuable to help balance exposure to U.S. capitalization-weighted benchmarks relative to international stocks.
Bond Insights

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

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