Explore our thinking about today's financial markets

Market sectors that might lead in 2018

Market sectors that might lead in 2018

November 27, 2017  |  Equity

Technology’s strength seems set to continue, but with the prospect of rising rates, financials may also be among the leading market sectors.

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Capital Markets Outlook

Goldilocks environment to persist, but valuations limit upside

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.

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Fixed Income Outlook

Global growth quickens without inflation

Global growth quickens without inflation

October 17, 2017  |  Fixed Income Outlook

Beyond the United States, the global economy is growing in a synchronized fashion and firing on many cylinders.

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Equity Outlook

What could extend the equity rally?

What could extend the equity rally?

October 24, 2017  |  Equity Outlook

Valuation levels alone are not a reason to stay away from equities.

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