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Market Outlooks
What to do about interest rates in 2021
See how historically low rates impact your wallet now.
Market Outlooks
Chart of the week: Adding fuel to the stock fire
Although the "meme stocks" have been dominating the news with their meteoric rise, don’t forget that the entire US market is at all-time highs.
Market Outlooks
2021 – In a Word: Recovery
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Andrew Mulliner, Portfolio Manager and Head of Global Aggregate Strategies, explains why 2021 will likely be a year of recovery, though he cautions that investors should keep one eye on inflation and inflation expectations.
Market Outlooks
Weekly Market Compass: Market speculation hit a new level this week with GameStop, and the Fed threw cold water on inflation concerns.
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The Federal Reserve (Fed) met last week and, as I expected, Fed Chair Jay Powell reassured markets that it doesn’t have a trigger finger when it comes to inflation. In his press conference following the meeting, Powell showed concern that the economic recovery had moderated and stressed that it was more dangerous to do too little than to do too much to support the economy (a sentiment echoed by US Treasury Secretary Janet Yellen last week as well).
Market Outlooks
Weekly Macro Update: Groundhog or Canary?
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The recent market gyrations look more like an entertaining sideshow, but it’s worth asking when they might be a signal of something worse.
Market Outlooks
BMO Market Charts - February 01, 2021
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With expectations for reduced trade tensions and a potentially weaker dollar, earnings for Emerging Market companies are expected to recover relative to developed markets.
Market Outlooks
Weekly Market Snapshot: January 29, 2021
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Fixed Income Insights
Weekly Fixed Income Commentary: Risk-off sentiment pushes U.S. Treasury yields slightly lower
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U.S. Treasury yields ended last week a few basis points lower across maturities. Investors were concerned with the slow rate of coronavirus vaccinations, as well as potentially delayed fiscal stimulus. The Federal Reserve (Fed) acknowledged that the pace of economic recovery has slowed, indicating that asset purchases and the policy rate will remain unchanged.
Market Outlooks
If Demography is Destiny, Thank a Millennial
When markets obsess over the news of the day, such as GameStop and a short squeeze of epic proportion (more on that in a bit), the best thing we can do as long-term investors is take a step back and focus on what drives the stock market, and the economy, over time.
Market Outlooks
Weekly Investment Commentary: The rise of the individual investor
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Thanks to a bout of volatility, U.S. equities experienced their worst week of trading in three months and ended January on a negative note. Broad indexes sought to sustain fresh highs to start the week, but soon realized losses largely due to the unexpected force of individual investors.