Explore our thinking about today's financial markets

Value benefits from an expanding economy

Value benefits from an expanding economy

July 14, 2017  |  Equity

Value stocks have lagged the market in 2017, but if the economy continues to expand, rates rise, and the yield curve steepens, this trend could reverse.

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Capital Markets Outlook

The Fed may be ahead of the curve

The Fed may be ahead of the curve

July 17, 2017  |  Capital Markets Outlook

As the market digests the Fed's latest rate increase, a long-anticipated surge in inflation remains elusive.

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Fixed Income Outlook

Europe plays catch up

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.

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Equity Outlook

Positive fundamentals may be tested by policy uncertainty

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.

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