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Market Outlooks
Weekly Investment Commentary: October’s equity gains erase September’s losses
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U.S. equities rose for the third consecutive week, while their non-U.S. counterparts were down slightly.
Market Outlooks
Global Weekly Commentary: Corporate earnings beyond the restart
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Strong earnings growth is due to the strong economic restart – and the realization of such strength was priced in by higher multiples last year as stocks surged back from the Covid-19 shock.
Market Outlooks
Weekly Investment Commentary: Earnings drive equities to record levels
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Last week global equity markets continued a three-week winning streak on the strength of earnings.
Market Outlooks
Global Weekly Commentary: A lopsided energy transition
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Surging natural gas and coal prices amid a powerful economic restart have exposed a lopsided transition toward low-carbon power.
Market Outlooks
Weekly Investment Commentary: Retail sales, bank earnings keep equities aloft
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Global equity markets closed out a second consecutive week of gains. U.S. equities had their best week since July with the DJIA gaining 4.3% and the S&P 500 and the Nasdaq advancing 3.9% and 3.1%, respectively.
Market Outlooks
Global Weekly Commentary: 1970s stagflation? It’s the opposite
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Prices have climbed around the world, with commodities prices surging and U.S. inflation hitting a 13-year high.
Market Outlooks
Student of the Market: October
Stay on top of changing market environments by learning from their historical parallels.