Market Insights

Weekly Market Recap

Start the week off right with this one-page snapshot of headlines and market performance.

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Weekly Economic Update

Stay current on the economic landscape and note changes from week-to-week. Topics include growth, jobs, profits, inflation, rates, risks and themes.
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Weekly Market Podcast

Dr. David Kelly’s weekly commentary

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Featured Market Insights

4Q15 earnings recap: The never-ending story of oil and the dollar

Global Market Strategist James Liu examines the 4Q15 earnings season and discusses expectations for full-year 2016 earnings growth.

A transition with Chinese characteristics

This bulletin, written by Gabriela Santos and Hannah Anderson, examines the impact of China's slowing economy on developed and emerging markets.

The broad truth about narrow markets

This bulletin, written by James Liu, addresses recent investor concerns about low market breadth.

Quarterly Perspectives

Portfolio Discussions

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Market Insights Team