Markets and Economy Four key market signals to watch
Geopolitical risks have risen, but bond spreads, economic and inflation data, and the US dollar haven’t signaled any major stock market issues.
January 26, 2026
Insights
Markets and economy
Fresh perspectives on economic trends and events impacting the global markets.
Markets and Economy New year, same story: Geopolitics, tariffs, and resilience
The calendar flipped to a new year, but macro and market trends look largely the same: Resilience in the US economy, geopolitical shifts, and tariff talk.
January 20, 2026
Markets and Economy Legal investigation of Fed Chair Powell presents new risk to markets
The potential use of the justice system against a sitting Federal Reserve Chair represents a line that markets have not previously had to price.
January 12, 2026
Markets and Economy Markets take a wait-and-see approach to US action in Venezuela
A rise in Venezuelan oil production could pressure oil prices in a few years. In the meantime, we expect an accelerating global economy to boost demand for oil and support prices.
January 6, 2026
Markets and Economy Has the catalyst for stock diversification arrived?
For investors looking to diversify their mega-cap technology exposure, improving growth and falling interest rates may be good reasons.
December 15, 2025
Markets and Economy Navigating Fed monetary policy uncertainty and the markets
A rate cut, which markets are pricing in despite Fed member differences, and an expected improving economy in 2026, could support stocks.
December 8, 2025
Investment Outlook 2026 Annual Investment Outlook: Resilience and rebalancing
We believe global equities may continue to rise in the new year, and we expect new opportunities to be unlocked as market leadership evolves.
December 1, 2025
Markets and Economy Market pullback: Healthy reset, not bursting stock bubble
The downturn was concentrated in mega-cap growth stocks, even though many had strong earnings. We see it as skepticism about lofty valuations.
November 17, 2025
Markets and Economy Tech selloff amplifies the case for diversification
Today’s artificial intelligence trade isn’t a bubble yet, in our view, but the best potential opportunities in stocks may be outside of mega-caps.
November 10, 2025
Explore all insights
Investments
Explore our investment insights on market movements and structural changes.
Transcript
Defined contribution
Participant outcomes can be optimized when decisions consider four key tenets.
Transcript
All insights
Get insights on the economy, the markets, and investments from our experts.
