Thoughts on the Market

Why stretched valuations, growth worries and a cavalcade of uncertain events in September and October could mean a challenging fall for U.S. stocks.

Negotiations on a number of government policy points such as taxes, fiscal spending and deficits have hit a fever pitch. Here are three potential outcomes through year-end.

Taiwan equities have been a standout among equities in 2021, but factors such as softening tech spend and slowing retail trading activity suggest challenges ahead.

Weak U.S. economic data in August has renewed concerns that a growth scare is underway. Is this a sign of things to come or just a speed bump in the expansion?

Original Release on August 30th, 2021: Although a key component of investing is getting the narrative right, perhaps a bigger component is knowing when the narrative could shift.

Original Release on August 25th, 2021: For investors, U.S. fiscal policy, tax increases and U.S.-China relations are three key items to watch as we head toward fall. We outline potential outcomes.

As summer transitions to fall, investors will be facing a host of key market events. Chief Cross-Asset Strategist Andrew Sheets covers the ones to watch.

Norway has made great strides in electric vehicle adoption over the last decade, so why has its oil consumption remained largely unchanged?

After last week’s Jackson Hole Symposium, markets cheered Fed Powell’s implied messaging on the pace of rate hikes. Did markets read it right?

Although a key component of investing is getting the narrative right, perhaps a bigger component is knowing when the narrative could change.