Thoughts on the Market

Despite a fair amount of uncertainty, global stock prices have continued to march higher. But under the surface, markets have become a bit more discerning.

As back-to-school approaches, we take a close look at school safety, child case numbers amid Delta and the path ahead for vaccines for younger children.

Last week, the U.S. Senate advanced both a budget blueprint and a $1 trillion bipartisan infrastructure bill. What can investors expect from the House of Representatives?

Despite recent uncertainty caused by the Delta variant, regulatory changes and the potential for a stronger dollar, European Equities are showing renewed strength that could last to the end of the year.

A strong second quarter earnings season wraps up this week, but lower than consensus earnings for next year and lower valuations could make the road ahead a bit bumpier.

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.