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Market Outlooks
Weekly Investment Commentary: Equity markets look ahead as earnings season ends
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Global equities performed well last week on healthy earnings, upbeat corporate commentary and strong data releases, capped by a big upside surprise in July’s U.S. nonfarm payrolls.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields fall on weaker economic data and Fed signals
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U.S. Treasury yields fell further last week, after slightly disappointing economic data and accommodative signals from the Federal Reserve.
Market Outlooks
Weekly Investment Commentary: Fundamentals intact but recovery concerns increase
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Global equity markets were mixed last week.
Fixed Income Insights
Weekly Fixed Income Commentary: COVID-19 concerns push Treasury yields lower
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U.S. Treasury yields fell slightly last week as attention centered on the risks of another wave of COVID-19 infections. Economic data showed further expansion, albeit at a slower pace.
Market Outlooks
Weekly Investment Commentary: A wild ride to another record high
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Broad-based developed market indices were net gainers last week, while the MSCI Emerging Markets index lost over 2%.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields decline due to concerns over early Fed action
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U.S. Treasury yields declined last week despite stronger-than-expected inflation data, as the market moves to price in higher odds of earlier Federal Reserve tightening and somewhat lower longer-term growth and inflation.