Market Commentary

Timely takes on markets and the economy.

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Market Commentary

Make sure you’re taking advantage of the assistance that’s available.
Market Commentary

Demand is down, and U.S. oil storage facilities are near capacity.
Loss, Strain & Butterflies: Earnings Plunging, Stocks Ignoring
Market Commentary

Stocks and earnings don’t always move in tandem; with stocks typically leading earnings … but is the market’s rally too much, too soon?
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

While the COVID-19 crisis is far from over, we expect central bank and government policies to be key to performance in the second quarter.
Box of Letters: What Shape Will the Recession/Recovery Take?
Market Commentary

Labor market data has never looked as ugly, with more hits to come; but many are looking ahead at what an eventual recovery will look like.
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.
Market Commentary

This recession is the result of a shock, not the natural end result of a slow build-up of excesses. This may mean the recession and bear market could be deeper, but also that the duration may be shorter.