Insights

Markets experienced several developments that would ordinarily support lower interest rates: inflation data were revised downward, September payroll growth slowed considerably, and Federal Reserve commentary…

Markets absorbed the Federal Reserve’s first interest-rate increase since 2023 with relatively limited index-level disruption, but the week reinforced a more demanding investment environment. The…

Markets absorbed the Federal Reserve’s first interest-rate increase since 2023 with relatively limited index-level disruption, but the week reinforced a more demanding investment environment. The…

Markets faced a more challenging backdrop as firmer inflation data, higher oil prices, and another rise in Treasury yields increased expectations that the Federal Reserve…

Markets navigated a relatively quiet week, with investors balancing encouraging labor market data against renewed inflation concerns stemming from higher energy prices and rising bond…

The week’s market narrative was defined by the interaction between accelerating artificial intelligence investment and renewed monetary-policy caution. U.S. equities advanced modestly as strong technology…

After three consecutive weeks of gains, U.S. equity markets pulled back as investors contended with another surge in long-term Treasury yields, rising energy prices, and…

Markets continued their advance as evidence of moderating inflation appeared to outweigh concerns about a slowing consumer and ongoing geopolitical pressures. While major large-cap indices…

Markets delivered their strongest weekly performance since April as investors responded to a softer-than-expected employment report and growing confidence that the Federal Reserve may remain…

Our Investments Team met in July to discuss several topics shaping today's market environment. The team revisited the bull-bear scenarios published at the beginning of…

Markets ended July on a stronger footing, with equities recovering from recent volatility despite a continued rise in long-term interest rates.

Markets faced a challenging week as rising global bond yields weighed on both equities and fixed income.