Market Commentary

Timely takes on markets and the economy.

Market Commentary content

Market Commentary

Economies and markets whipsawed in the first half of 2020. Here’s what we expect for the rest of the year.
Market Commentary

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

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

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.

Find Market Commentary content