Market Commentary

Timely takes on markets and the economy.

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Market Commentary

The recent volatility in the bond market has been unprecedented.
Who Fueled The Fastest Bear Market Ever?
Market Commentary

We all know what is driving the market selloff, COVID-19, but who is doing the selling?
Q&A on COVID-19: The Economy, Markets and What Investors Should Do
Market Volatility

We answer key questions about the coronavirus impact on the economy, markets and what investors should do.
Market Commentary

Will the country’s rising tide of debt affect your portfolio?
The Coronavirus and Emerging Markets: Ready for a Rebound?
Market Commentary

Dire predictions may have driven commodity prices to over-react to the downside; and now they may be poised to partially rebound.
Virus: Could it be the Catalyst to Change Sentiment?
Market Commentary

As expected, a long and strong move up in stocks attracts more and more believers and adherents, which can stretch sentiment to extremes, like now.
Will Europe Lead In 2020 As 2019 Risks Fade?
Market Commentary

The receding risks posed by Brexit and the trade wars should provide a tailwind to Europe’s economy.
Top Ten Global Risks For Investors In 2020
Market Commentary

Top Ten Global Risks For Investors In 2020
2020 U.S. Market Outlook: Ramble On?
Market Commentary

Next year is set to start on a high note, with consumers and the Fed keeping the economy and market afloat; but risks remain elevated, including trade and elections.