Thoughts on the Market

Although the sell-off may not be over and the global economy has tough days ahead, a growing number of factors suggest that risk/reward in markets may be getting better.

As central banks and governments weigh a litany of stimulus efforts, what could the journey to economic recovery look like? Our Chief U.S. Economist and Head of U.S. Public Policy Research sum up the debates.

When markets get volatile, strange things start to happen in markets you might not expect. That's both a sign of stress, and in some cases, a sign of opportunity.

Just three months ago, market expectations were likely overoptimistic. That's how tops are made. Today, they are maybe too pessimistic… and that's how bottoms are made.

Although current market swings suggest that we are in serious, unpredictable times, a look through market history may reveal where we’re headed next.

The dual challenges of the coronavirus and the collapse of the OPEC plus arrangement intensifies the need for a fiscal response from Washington. Head of Public Policy Research Michael Zezas explains.

Investors reacted strongly as oil prices and coronavirus worries disrupted markets. Chief Cross-Asset Strategist Andrew Sheets and Chief U.S. Economist Ellen Zentner debate what’s next.

The recent correction in equity markets suggests that the fourth quarter rally in 2019 may have been a false breakout—and the rolling bear has unfinished business.

Two competing forces—hopes for further central bank moves vs. coronavirus uncertainty—are driving a notable rise in volatility. What signal should investors watch for signs of a potential rebound?

From an investment standpoint, are there lessons to be learned from Joe Biden’s strong showing on Super Tuesday? Yes, but not the ones you might think.