The narratives on last week’s stock market downturn seem to be driven by perception, according to our Chief Global Market Strategist Brian Levitt. He doesn’t see the pullback as a sign of structural weakness but more of a reality check: The bar for AI and tech got too high. When
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- The market advance is too good to be true. Lately, that’s what our Chief Global Market Strategist Brian Levitt has been hearing. His thought: It’s not too good to be true. Here’s his take on the current market: • Strong earnings growth alongside a Federal Reserve that’s on
- Rising Treasury yields have revived concerns about the bond market. But our Chief Global Market Strategist Brian Levitt believes this still doesn’t look like the “big one.” Here’s why: ▪️ Higher Treasury yields appeared to reflect a recalibration driven by growth and term
- Why can markets move higher even when headlines feel alarming? Our Global Head of Research Benjamin Jones, CFA makes the case that disruption doesn’t automatically mean decline, and looking past scary headlines doesn’t mean markets are irrational. Read the weekly market
- Why have markets moved higher despite ongoing risks? Chief Global Market Strategist Brian Levitt discusses three factors that have helped contribute to a strong fundamental backdrop: 1. Meaningful amount of fiscal support currently in the global system 2. Recent strong
- Despite the uncertainty surrounding the Iran war, the S&P 500 Index rose 10.49% in April. Chief Global Market Strategist Brian Levitt explains why and discusses what it could mean most for market returns over the long run. Read the weekly market commentary.
- Last week’s Congressional testimony from Federal Reserve Chair nominee Kevin Warsh was important. Our Global Market Strategist, Brian Levitt, highlights three key takeaways from it — a combination he believes could be supportive of stocks: ▪️ The importance of Fed independence
- As the conflict in the Middle East continues to evolve, some investors may be tempted to try to time the markets in response to good days and bad days. But jumping in and out of the market can erode long-term growth. Chief Global Market Strategist Brian Levitt discusses the
- How will markets react to the conflict in the Middle East? Brian Levitt, our chief global market strategist’s stock answer for the last six weeks: “It depends on the duration of the conflict.” He thinks that may not exactly be the case. Many assumed that if the conflict lasted
- Our Chief Global Market Strategist isn’t a military strategist, yet he’s often asked to opine on military conflicts. The current conflict in the Middle East is no exception. He tries to stay focused on interpreting what markets themselves are telling us. Right now, here’s what
- Expectations for a synchronized global expansion in 2026 have faded as the Middle East conflict increases the probability of a slowdown. But think back to a year ago in the midst of another uncertain time and the historic surge in stocks after President Trump paused his
- The Middle East conflict and oil supply disruption are pressuring markets and testing investor confidence. But no one knows how long the conflict will last. Right now, our preferred economic and market indicators, such as credit spreads, inflation expectations, and rate cut
- For the first two months of the year, Brian Levitt, our Chief Global Market Strategist, was feeling confident about the conclusions in our annual outlook. There’s always the risk of a curveball like Iran and the widening Middle East conflict. ▪️ When geopolitical conflicts














