Explore our thinking about today's financial markets

Why investor pessimism may be a good sign

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 <em>if</em> and <em>when</em> of stimulus

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.

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Fixed Income Outlook

Global reflation at a crossroads

Global reflation at a crossroads

April 25, 2017  |  Fixed Income Outlook

As growth edges higher globally, fixed-income fundamentals remain strong.

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Equity Outlook

Equities need more than optimism

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.

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