Market Commentary

Read our timely takes on the markets and economy.

Market Commentary content

Market Commentary

Cyclicals typically lead the market higher when stocks rebound from a bear market and recession—but not this time.
Bond Insights

Despite massive fiscal and monetary stimulus, we believe there’s little risk of inflation in the next few years.
What’s the Future Payback for the Stimulus?
Market Commentary

It is becoming increasingly clear that the massive global stimulus is being financed by a rise in money, not debt.
Market Commentary

Despite political remarks, no U.S. state is likely to seek bankruptcy protection.
Dashboards: Measuring Recovery In Real Time
Market Commentary

For each of the major countries in Asia and Europe, we will be tracking weekly data on key elements of a recovery to assess its pace and success.
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.
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.

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