Central bank monetary policy may soon ease, but government fiscal policies that increase the federal deficit could limit the decline in Treasury yields.
Owning only the U.S. stock market likely means being overweight Tech. But Tech stocks don't always outperform. Investors may want to look outside the U.S. to be diversified.
A top risk for investors, elections may see a shift from centrist to more populist policy that could slow exports, raise inflation, and increase volatility in the global markets.
Find Market Commentary content
Treasury Bond Market Faces Policy Tug-of-War
Potential Rate Cuts and the Path to Sustainable Growth (With Joe Brusuelas)
How Much "Tech" Do You Own?
Midyear Outlook: The Fed & the U.S. Economy
Understanding the Federal Reserve's Dot Plot
Election Risk Returns
Midyear Outlook: Equities, International & Washington
Will a Maturity Wall Matter for Investors?
Midyear Outlook: Corporate Bonds and Muni Bonds