Market Commentary

Upgraded our view of mortgage-backed securities (MBS) from neutral to neutral/positive; Downgraded our view of bank loans to neutral from

We still believe trade’s economic impact will be limited, but the indirect consequences should be monitored. Read the Full Story

Getting past the midterm election removes uncertainty and enables investors to focus on fundamentals, which we believe can be positive for

Overall, October’s economic reports reflected solid U.S. economic growth and manageable inflationary pressures. Read the Full

When it comes to elections, the markets seem to seek clarity above all else; yet there are some policy implications to consider. We break down the