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Market Outlooks
Weekly Investment Commentary: We expect the “rotational correction” in stocks to continue
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Stocks fell for a third straight week for the first time in nearly a year. Mega-cap technology stocks again fell notably, with several high-profile names dropping close to 5%.
Policy and Regulatory Commentary
Looking forward
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The Fed sharpens its new policy framework with strong forward guidance.
Policy and Regulatory Commentary
Is there a limit to government spending?
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A growing federal deficit could be concerning if inflation starts to heat up.
Market Outlooks
Economic recovery accelerates
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A rebound led by the labor market, housing, autos, manufacturing and consumers.
Policy and Regulatory Commentary
6 reasons yields may stay range-bound
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It starts with the Fed.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields decline as risk-off trade continues
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U.S. Treasury yields fell in response to continued risk-off market sentiment.
Market Outlooks
Weekly Investment Commentary: Stock prices slip, although sentiment remains positive
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For the first time in nearly five months, U.S. equities experienced back-to-back weekly losses, with the S&P 500 Index declining 2.5%.
Policy and Regulatory Commentary
2020 U.S. elections: Uncertainty? Yes. Opportunities? Also yes.
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Nuveen’s Global Investment Committee takes a look at different 2020 U.S. election scenarios and offers perspective on investment implications.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields hold steady, despite a wild ride
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U.S. Treasury yields ended last week essentially where they began, although they experienced significant volatility throughout the week.