Explore our thinking about today's financial markets

Why a meaningful near-term market correction is unlikely

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

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

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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