Explore our thinking about today's financial markets
Capital Markets Outlook
October 13, 2017 | Capital Markets Outlook
The market appears to have little confidence in tax reform, and little concern about North Korea or Fed policy.
Fixed Income Outlook
July 24, 2017 | Fixed Income Outlook
In the United States, we see an increasing amount of evidence pointing toward late-cycle economic conditions.
July 21, 2017 | Equity Outlook
For U.S. equity investors, the second quarter offered a number of familiar themes: relatively low volatility, new record highs for major indexes, and a modest advance for stocks.