Market Commentary

Read our timely takes on the markets and economy.

Market Commentary content

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.
Market Commentary

Unless global growth reaccelerates, international stocks may remain stuck within the volatile ranges seen during the past two years.
Market Commentary

The U.S. economy likely will remain split in early 2020.
2020 Global Market Outlook: New Heroes Needed
Market Commentary

Jeffrey Kleintop’s full 2020 outlook for global stocks and the economy.
Does The Return Of QE Mean Big Gains For Stocks In 2020?
Market Commentary

As we head into 2020, investors should be cautious in assuming that the return of central bank balance sheet growth means stocks will follow along.
Tied to Trade: What’s Next for Emerging Market Stocks?
Market Commentary

A wide range of outcomes from -10% to +40% may lie ahead of emerging market stocks depending on the timing and details of a trade deal.
Will The Crash in Autos Drive The End Of This Cycle?
Market Commentary

The last global economic cycle ended with a housing bust; will the bust in auto sales end this cycle?

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