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Market perspectives

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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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Blog
May 08, 2026

Good jobs report anchored by unexpectedly solid job creation in April

The April jobs report points to labor market stabilization with two consecutive months of solid hiring and steady, low unemployment.
5 min read Read More
Financial advisor in a modern office.
Blog
May 07, 2026

Earnings expectations for 2026 remain resilient

Profit expectations have climbed higher amid rising geopolitical uncertainty, underscoring confidence in underlying fundamentals and durable growth drivers.
2 min read Read More
Business professionals in a modern conference room.
Blog
May 07, 2026

Markets look beyond geopolitical risk for now

Equity markets have continued to push to new heights, looking beyond the ongoing conflict in Iran. History suggests that context and fundamentals, not headlines, matter most for long-term investors.
2 min read Read More
Financial advisor in a city.
Blog
April 16, 2026

Why the U.S. economy is less energy-dependent than in the past

From factories to services, the U.S. economy has quietly shifted over time — becoming less dependent on energy along the way.
2 min read Read More

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    Man in a suit holding a tablet and looking to the side.

    Good jobs report anchored by unexpectedly solid job creation in April

    Blog / 5 min read
    Woman holding a tablet in an office looking to the side.

    Earnings expectations for 2026 remain resilient

    Blog / 2 min read
    Group of people taking in an office meeting room.

    Markets look beyond geopolitical risk for now

    Blog / 2 min read
    Man in a suit holding his phone and looking to the side.

    Why the U.S. economy is less energy-dependent than in the past

    Blog / 2 min read
    Computer monitors in an office with people in the background.

    Stronger March hiring looks rosier than the underlying reality

    Blog / 4 min read
    Side view of building in Washington, D.C.

    One month in: Escalation and implications from the Middle East conflict

    Blog / 7 min read
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