Insights

The month of November is proving to be one of the stronger periods of the year with global equity and bond markets moving notably higher.

The U.S. Federal Reserve held interest rates steady in its policy update this week, following the path of other central banks

All eyes have been focused on the Middle East over the past two weeks, as the region has seen a sharp escalation in tensions following the Hamas terrorist attack on Israel and the responding military assault on Hamas in Gaza.

Investors have been tasked with interpreting a flurry of global economic data over the past two weeks, including signals of resilient but moderating growth in North America, broadening economic weakness in Europe, and a stalled recovery in China.

Our bigger concern is that the U.S. is on a path of ever-higher debt and deficits, raising questions about the sustainability of its financial standing.

Volatility remains relatively subdued as the concerns about the banking sector that arose in early March have subsided. Some of the fundamental issues that had been in the forefront over the past year have, however, come back into focus.

It has been a volatile week in global markets. Concerns over the stability of the global banking system emerged after the failure of Silicon Valley Bank in California and Signature Bank in New York, and signs of stress at massive European bank...

Global markets jumped higher today with softer-than-expected U.S. inflation data. Bond yields moved lower. Mid-term elections dominated U.S. headlines.

The past several weeks have been eventful. Reporting of third-quarter corporate earnings results and forward guidance has begun. Central bank policy announcements have also driven the market narrative.