Market perspectives

Market and economic insights from one of the industry’s most trusted names

Get the latest insight and perspective on domestic and global markets, economic activity, and more from our investment research team. If it’s top of mind for you, it’s top of mind for us.

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Jan. 16-May 24, 2024

Investor Insights webinar series

The latest insight and perspective on domestic and global markets, economic trends, investment strategy, and more from our Investor Insights webinar series.

Webinar / 2.5 hour watch Register Now

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December 07, 2023

How is consumer spending shaping up this holiday season?

Despite signs of slowing growth and a restrained consumer mood, Thanksgiving holiday weekend sales reached a record high. That bodes well for retailers whose profitability depends on a robust holiday shopping season.

Blog / 1 min read Read More

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December 07, 2023

What do consumer credit metrics tell us about household financial health and the outlook for consumer spending?

While far from levels reached in 2008, a growing percentage of consumer debt is falling into delinquency.

Blog / 1 min read Read More

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December 06, 2023

Playing offense during credit dislocation

Policies enacted to tighten credit conditions and slow economic growth are starting to take hold — creating the potential for attractive investment opportunities ahead.

Blog / 6 min read Read More

Market perspectives insights

More insights

Man holding sign saying hiring due to increased jobs added to payrolls

The unemployment rate fell unexpectedly in November

Blog / 2 min read

How is consumer spending shaping up this holiday season?

Blog / 1 min read

Person looking at credit delinquency data on a tablet with two people in the background looking at other economic data points

What do consumer credit metrics tell us about household financial health and the outlook for consumer spending?

Blog / 1 min read

Woman sitting at her computer looking at economic data and calculating potential investment opportunities

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