Thoughts on the Market

Although U.S. presidential candidate Joe Biden has proposed an increase in corporate taxes, how likely are they to pass in their current form?

Although marketplace consensus believes that long-term interest rates are set to stay lower for longer, five factors suggest higher long-term rates could be ahead.

Markets have been surprisingly strong of late given the delay in further stimulus in the U.S.. Chief Cross-Asset Strategist Andrew Sheets discusses the potential causes and why a note of caution may be in order for investors.

Is it the end of the road for more economic aid from Congress this year? Michael Zezas, Head of U.S. Public Policy Research breaks down the impasse and outcomes.

After intense negotiations, European leaders have reached a historic coronavirus recovery deal. However, the hardest challenge may lie ahead: How to spend the resources wisely.

Chief Cross-Asset Strategist Andrew Sheets says although their base case for continued market strength is measured, there is an argument to be made for a bull case forecast.

Growth in money supply is one of the most powerful indicators for rising inflation—and it's currently rising at record levels. How should investors position portfolios?

With the precipitous drop in U.S. GDP and the effects of monetary and fiscal interventions, the rest of third quarter may be a moment for investors to take a breather.

As tensions between the U.S. and China tick higher, investors are weighing the chances of a potential U.S.-China economic decoupling—and what it might look like.

The impact of COVID-19 on consumer behavior and macro trends will likely affect investing fundamentals for years to come. Our experts weigh in on several high-level themes for investors.