Explore our thinking about today's financial markets
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American Rescue Plan strengthens state and local finances
April 7, 2021 | Fixed income
The American Rescue Plan Act provides billions in federal stimulus to states and local governments.
Capital Markets Outlook

The market’s potential sugar high
January 14, 2021 | Capital Markets Outlook
Amid a likely tug-of-war between positive and negative economic news, we favor investing with a flexible approach.
Fixed Income Outlook

Bond investors chase yields amid vaccine rollout
January 27, 2021 | Fixed Income Outlook
Global financial markets trended higher during the fourth quarter, powered by the emergence of COVID-19 vaccines and continuing stimulus policies.
Equity Insights

Don’t be afraid of the inflation bogeyman
April 1, 2021 | Equity Insights
We look at the impact of rising inflation on equity performance, industries that could thrive, and strategies for positioning portfolios.

U.S.–China war of words playbook
The politics of the U.S.–China relationship have clearly become more complicated recently. The war of words over China’s handling of the coronavirus outbreak and the proposed new Hong Kong security law has the potential to create headwinds for the global economy and financial markets.