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Market perspectives

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Thursday, May 14, 2026

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Your guide to domestic and global markets and the trends shaping investor decisions.

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February 19, 2026

From inversion to normalization: The yield curve finds its shape again

A steeper yield curve is reshaping the case for bonds versus cash — and understanding why it’s happening can help investors better position portfolios for what comes next.

Blog / 4 min read Read More

February 19, 2026

Jobless claims remain rangebound, offering stability after a strong January payrolls report

The labor market remains stable, with data highlighting the persistence of “no fire” conditions as hiring momentum shows early signs of improvement.

Blog / 4 min read Read More

February 18, 2026

Private credit today: Separating headlines from reality — and what it means for your portfolio

Today’s higher‑rate environment is exposing new risks in private credit, accentuating the importance of disciplined underwriting and experienced management.

Article / 6 min read Read More

Market perspectives insights

More insights

Group of people talking to each other a long table in an office.

From inversion to normalization: The yield curve finds its shape again

Blog / 4 min read

Jobless claims remain rangebound, offering stability after a strong January payrolls report

Blog / 4 min read

Three men talking in an office building in a city.

Private credit today: Separating headlines from reality — and what it means for your portfolio

Article / 6 min read

CPI eases in January as Fed weighs next steps

Blog / 5 min read

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OBBB tax changes: A potential early 2026 boost to economic activity

Blog / 2 min read

Woman sitting in a chair and looking off to the side.

Beyond the Magnificent 7: What 2025’s shift in market leadership means for investors

Blog / 3 min read

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