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Explore our thinking about today's financial markets
Why investor pessimism may be a good sign
June 14, 2017 | Equity
Investor pessimism has historically proven to be reasonably effective as a contrarian investment signal, and market sentiment has plunged again this year.
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Capital Markets Outlook
Recalculating the if and when of stimulus
April 20, 2017 | Capital Markets Outlook
Stocks have risen on expectations since the November election, but the rally may pause until real changes are implemented.
Fixed Income Outlook
Global reflation at a crossroads
April 25, 2017 | Fixed Income Outlook
As growth edges higher globally, fixed-income fundamentals remain strong.
Equity Outlook
Equities need more than optimism
May 2, 2017 | Equity Outlook
When measured by index milestones and investor optimism, the first quarter was a stellar one for U.S. equities.