Market commentary

Information is an important factor within the financial markets. But if not properly interpreted, it can be misleading or useless. We can help translate business activity and market trends into useful knowledge that you can act on. These reports reflect our most current perspective on the equity and fixed income markets.

Latest Insights

Washington, D.C.

U.S. presidential election: Back to the future

Nov 07, 2024 | Kelly Bogdanova

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

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Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

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