Thoughts on the Market

Across numerous metrics, the current environment may be an unusually good time to borrow money. What does this mean for equities, credit and government bonds?

Investor interest in thematic equity products such as ETFs has rapidly surged, particularly among tech themes. Why the momentum may only grow.

On this episode, we examine how China’s regulatory reset on fintech, big tech, cryptocurrency and carbon emissions could affect China equities and business models.

Although the pandemic put U.S.-China trade tensions on a low simmer, several catalysts could now turn up the heat. Three takeaways for investors.

July’s strong labor market report suggests the Fed may be behind the curve on monetary policy— and markets could soon start to notice.

The Delta variant, slow progress on U.S. infrastructure and some recent disappointing data have markets worried about the economic recovery. Here’s another view.

Are current oil prices sustainable? Although oil prices have rallied sharply over the last year, the performance of oil equities has been modest by comparison.

The U.S. infrastructure bill is just the start of a larger fiscal process through year-end that may bring above average growth and higher U.S. Treasury yields.

Falling Treasury yields have investors wondering whether prices will keep rising. But some insight could be gained from the trajectory of U.S. auto prices.

As a strong earnings season wraps up, pressure is mounting on the Fed to reduce its current level of emergency monetary support. What will this mean for stocks?