Market Commentary

Timely takes on markets and the economy.

Market Commentary content

2020 Mid-Year Outlook: U.S. Stocks and Economy
Market Commentary

The divergence between the stock market and economy has characterized the past few months; with a convergence possible in the second half of the year.
2020 Mid-Year Outlook: Global Stocks and Economy
Market Commentary

In our 2020 Global Market Outlook, we cited many indicators pointing to heightened risk of a recession; now we highlight increasing signs of a recovery from one.
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.

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