Thoughts on the Market

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?

On this episode we continue our close look at the COVID-19 Delta variant including boosters, the outlook for fall/winter and the impact on markets.

On this episode, we take a closer look at the Delta variant including infectiousness, possibilities of mutation, and whether we’re stuck with COVID-19 long-term.

Investors have been closely watching headlines on the bipartisan infrastructure plan, but for markets, what may matter most is the broader fiscal policy plan.

U.S. equity markets have transitioned through three of four typical changes associated with a mid-cycle transition. But the next, final phase—Fed tightening—may have the most impact.

How can governments worldwide manage the historically high debt incurred in response to the COVID-19 crisis? The answer may be a bit counterintuitive.