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Explore our thinking about today's financial markets
Why a meaningful near-term market correction is unlikely
October 12, 2017 | Equity
2017 is a rare year without a stock market correction of at least 5%, but that doesn't make a correction more likely in the fourth quarter.
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Capital Markets Outlook
Goldilocks environment to persist, but valuations limit upside
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
Europe plays catch up
July 24, 2017 | Fixed Income Outlook
In the United States, we see an increasing amount of evidence pointing toward late-cycle economic conditions.
Equity Outlook
Positive fundamentals may be tested by policy uncertainty
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.