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Market Commentary

Timely takes on markets and the economy.
CONTENT WITH Market Commentary

Timely takes on markets and the economy.

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Recent economic data paints one picture, but there’s a lot going on beneath the surface.

Market Snapshot

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
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We see the recent plateau in yields as a pause before the next wave higher.
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We see several potential tailwinds for municipal bonds in the second half of the year.
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The recovery is now over; a new global economic expansion has begun. The new economic cycle has seen stock market leadership pass from the U.S. to Europe.
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The present economic backdrop is supportive for corporate bonds, but such a strong outlook has pulled corporate bond spreads and yields to or near all-time lows.
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The sector still has many favorable attributes, but several red flags have emerged.
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Peak growth rates for the economy and earnings are likely behind us, setting the economy up for a boom-settle scenario in the second half of the year.
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Examining performance trends over the past year reveals a nuanced relationship.
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While it’s very early to say the rise in inflation has passed, there are signs that the fastest part of the rebound in inflation might soon be over.

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