Interest rates back up as news settles The 10-year Treasury yield recovered much of its recent decline as fundamentals still point to higher future interest rates. Economic Commentary June 11, 2018 economic growthinflationinterest ratesmarket commentary
Negative real rates drive valuations of multiple asset classes Equity markets are set to begin the week similarly to how they ended last week Capital Market Impact August 10, 2020 economic growthinvesting strategiesmarket commentary
Better economic data, but rising infection rates increase near-term risks July Monthly Dashboard: The recovery gathered still more steam in June as job gains and retail spending spiked again. Economic Commentary July 24, 2020 consumer spendingeconomic growthinflationinterest rates
Is the economic recovery for real? Bonds may offer a clue The bond market may provide the best signal of the outlook for economic recovery. Capital Market Impact July 15, 2020 economic growthinvesting strategiesmarket commentary
Stay disciplined when outside events drive volatility Fear grips the markets against a backdrop of strong economic fundamentals Capital Market Impact March 10, 2020 economic growthmarket commentary
The Fed loosens the reins on inflation How will markets react to the central bank’s shift on inflation? Capital Market Impact September 2, 2020 inflationinterest ratesmarket commentary
Momentum is slowing, but the recovery continues August Monthly Dashboard: Economic data remained mostly positive through July. But the recovery appears to be decelerating. Economic Commentary August 28, 2020 consumer spendingeconomic growthinflationinterest rates
Back to business in the bond market Bond issuance is on pace for a record in 2020, despite economic and pandemic headwinds. Capital Market Impact August 19, 2020 economic growthinterest ratesmarket commentary
S&P 500 Index approaches record high as cyclical sectors begin to outperform Equity markets continue higher, with the S&P 500 showing gains in six of the past seven weeks Capital Market Impact August 17, 2020 economic growthinvesting strategiesmarket commentary
Reading signals in the dollar and gold markets Are forex and metals markets telling a different story about the economic recovery? Capital Market Impact July 28, 2020 economic growthinflationinterest ratesmarket commentary
